Barron’s Interview with JAG CEO/CIO Norm Conley “Why Your Fund Manager Isn’t Looking for Fraud”
September 9, 2020 — For more than a decade, short sellers had questioned German payments processor Wirecard’s accounting—so much so that… Read More
Insights & Commentary
In our ever-increasingly connected and digital world, raw information is freely and immediately available. Ironically however, variant and valuable investment insights are rarer than ever. JAG’s active research approach is designed to develop investment insights that diverge from consensus. Please view our latest financial market insights, commentaries, and more.
Market Insights
Fishing for PIRRCCH Acronym — COVID-19 Investment Opportunity Framework
Fishing for PIRRCCH Challenges and Opportunities August 2020 — Near the beginning of the current pandemic, JAG’s research team developed… Read More
COVID-19 Accelerates Disruption: HTZ Edition
The COVID-19 crisis has compressed years of technological disruption into the space of just a few months. Taken as a… Read More
COVID-19, the Economy, and the Capital Markets
Timely Observations & Insights from JAG’s Portfolio Management Team
Quarterly Comments
2nd Quarter 2020: Markets Make An Optimistic Forecast
Now this is not the end. It is not even the beginning of the end. But it is, perhaps, the end… Read More
1st Quarter 2020: Notes From Quarantine
The first quarter of 2020 will be remembered in decades to come as a time of significant and extremely compressed… Read More
4th Quarter 2019: 2020 Hindsight
Stocks broke out to all-time highs in the 4th quarter, after spending the prior three quarters struggling to meaningfully eclipse… Read More
3rd Quarter 2019: Excuse Me
Although stocks are up nicely so far in 2019, the S&P 500 is trading essentially flat with levels it was… Read More