April 2024


Esteemed investor Howard Marks once said, “We may never know where we’re going, but we sure out to know where we are.” We agree with Mr. Marks. What follows is a brief overview of several of JAG’s Growth Portfolio Themes.

  • Artificial Intelligence Secures Its Place
  • GLP-1’s – A Disruptive Force in Medicine
  • From Deposit Flight to Regulatory Headwinds


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