2nd Quarter 2024: The Concentration Conundrum
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P […]
Insights & Commentary
Our active research approach is designed to develop investment insights that diverge from consensus. View our latest financial market insights, commentaries, and more.
JAG Growth Equity Thematic Insights: Q2 2024
June 2024 Summary “Creative destruction” is a feature of capitalism and the modern global economy. The forces of innovation push […]
1st Quarter 2024: Time Flies
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my […]
JAG Team Insights — Q1 2024: Thematic Insights
April 2024 Summary Esteemed investor Howard Marks once said, “We may never know where we’re going, but we sure out […]
4th Quarter 2023: A Catalyst-Driven Rally for Investors
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted […]
TWST’s Interview with JAG CEO/CIO Norm Conley “Magnificent Seven Could Continue to Dominate for a Long Time”
December 14, 2023 — Learn about JAG’s history, investment philosophy, stock selection process, favorite investments, 2023 performance, and our 2024 […]
JAG Team Insights — Getting (Re) Familiar with Discount Bonds
November 15, 2023 Summary Rising interest rates have led to steep price declines in bond markets. Some bonds trade at […]
JAG Team Insights — Fixing Your Fixed Income Allocation: Back to Basics
September 30, 2023 Capital markets have been put through the wringer since the Fed started their rake hike cycle, resulting […]
3rd Quarter 2023: Rising Rates Create Opportunities…And Risks
Market Overview Stocks had a strong start to the third quarter before pulling back in August and September. Overall, the […]
2nd Quarter 2023: The Return of Guarded Optimism
Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures […]
JAG Team Insights — Obesity Drug Craze Approaching Critical Milestone
June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity […]
JAG Team Insights — The AI Revolution: Key Takeaways from Quarterly Earnings Calls
June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) […]
