Investment Strategies
Explore our independently-curated active investment strategies.
Expect More with Active Investment Strategies
Invest in individual companies, hand-selected by our expert analysts.
Curated Portfolios
Partner with an active advisory firm, with analysts who constantly monitor and improve portfolios to maximize long-term returns.
Our Strategies are Our Own
“We eat our own cooking.” Our strategies are developed in-house and used by members of the JAG team for our own investments.
Striving to Meet Your Goals
Our portfolios and performance are not beholden to benchmarks; instead, we aim to add value by finding and exploiting opportunities.
Structured around Opportunities
Capitalize on opportunities with a portfolio strategically built around high-quality growth equity investments & value-centric fixed income investments.
Tech-supported Investments
Our intentional use of technology enables the investment team to make timely and prudent decisions.
Simple. Made to Work.
Minimize Cognitive Bias with Process-Driven Portfolio Curation
Make smarter investment decisions.
Anyone can invest in stocks and attend to the daily influx of data, but our analysts know how to filter that data, silence bias, and make non-emotional decisions that aim to create wealth for our clients.
Meet Norm Conley, CEO & CIO | 3:18
Explore Our Active Investment Strategies
Find a carefully-curated, active investment strategy that aligns to your long-term needs.
Growth Equity Strategies
Seek compelling price appreciation potential with our growth equity strategies.
Fixed Income Strategies
Mitigate interest rate risk with our steadfastly intermediate duration fixed income solutions.
ESG & SRI Investing
Customize your portfolio with specific socially responsible and environmental, social, and governance guidelines.
Culture of Service
We have always believed that our commitment to delivering superior service is an important differentiator.
“In practice, this means that we commit to making our investment decision-makers accessible and accountable to all of our clients. Our focused staff and our flat, client-facing organizational structure support our goals of delivering superb service—every day and all the time. We view ourselves as an extension of our clients’ professional staff and encourage them to rely upon us to help solve problems and streamline processes.”
Norm Conley
CEO & Chief Investment Officer
Rely on Tested Processes and a Drive to Succeed
Partner with advisors and analysts experienced in assessing the markets and finding opportunities from which you benefit.
Filter The Data
The amount of data available is overwhelming, which is why working with a partner who knows how to sift through incoming information is so important.
Identify Opportunities
Take Actionable Steps
Build Active Portfolios
We aim to create active investment strategies that take advantage of opportunities and market conditions to best serve our clients.
Adapt to New Insights
Stay Up-to-Date on Market News
Check out our quarterly commentary and blog for insightful capital management news.
4th Quarter 2024: Back to Back Bulls
Back to Back Bulls The S&P 500 rose to an all-time high in the fourth quarter and extended 2024's gains as the Presidential election (finally!) moved into...
JAG Growth Equity Thematic Insights: Q4 2024
December 2024 How to Invest in Concentrated Markets In our previous Insights pieces, we've explored key market themes, including the emergence of Generative...
JAG Fixed Income Thematic Insights: Q4 2024
December 2024 Summary Clients often ask us which corporate sectors, credit tiers, or tenors of the yield curve our team finds attractive. These are reasonable...
Invest with Confidence in our Active Investment Strategies
Use our process-driven investment strategies to reach your long-term investment goals.