The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
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As of Sep 30, 2026
The Broadleaf Growth Equity Portfolio is guided by the philosophy that long-term outperformance is achieved by investing in concentrated growth businesses driven by secular economic, innovation, and credit cycles. During the third quarter of 2026, the portfolio returned -0.7% net of fees, lagging broader markets before rebounding late in the quarter, bringing year-to-date net performance to 9.7%. While market conditions appear placid on the surface, beneath the surface markets have dealt with elevated interest rates, energy inflation, federal deficit records, geopolitical conflict with Iran, and election-year dynamics. Broadleaf observes that while high multiples are being closely scrutinized, corporate earnings continue to hit record levels. The manager highlights an accelerating business capital expenditure cycle alongside robust AI infrastructure demand from hyperscalers. Rather than joining pervasive investor skepticism, Broadleaf believes resolving macro uncertainties—such as declining post-election geopolitical tensions and falling energy prices—could set the stage for an exceptionally strong growth environment heading into 2027.
Long-term capital appreciation is maximized by holding concentrated growth leaders benefiting from corporate capex, AI infrastructure adoption, and secular expansion cycles while looking through mid-term macro skepticism.
Broadleaf anticipates that 2027 could shape up to be a strong growth year for equity markets as political uncertainties from the midterm election clear, potential resolution of the war in Iran facilitates lower energy costs, and massive corporate AI infrastructure investments translate into tangible free cash flow generation.
Moderate Conviction Bullish
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