Growth Equity
Small Mid Cap Growth
Actively managed equity strategy
Invest with us in high-quality, small and mid cap growth companies

Growth Equity
Small Mid Cap Growth Strategy
Seeks to add value by investing in high-quality innovative and transformative companies significantly growing sales and market share.
- Best ideas portfolio with small and mid cap growth style consistency
- Focused portfolio of around 25-50 publicly traded stocks
- A disciplined, repeatable process for stock selection
JAG’s experienced, entrepreneurial portfolio management team seeks to add value by curating a portfolio of highest quality companies.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
1st Quarter 2025: Tariff Tantrum Turbulence
Tariff Tantrum Turbulence As usual, we completed a rough draft of this commentary a week or so prior to the end of the quarter. We had planned to deliver a...
JAG Growth Equity Thematic Insights: Q1 2025
April 2025 If you're feeling a bit overwhelmed by the tsunami of news so far in 2025 - rest assured, you are not alone. The financial markets have been...
JAG Fixed Income Thematic Insights: Q1 2025
March 2025 - Context on Credit Spreads: Should Investors be Concerned? Summary Our clients routinely ask us to comment on the overall levels and trends in...
Strive For More With A Small Mid Cap Growth Strategy
View the Quarterly Fact Sheet for detailed information.