Explore our independently-curated active investment strategies.
Expect More with Active Investment Strategies
Invest in individual companies, hand-selected by our expert analysts.
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.
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.
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.”
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.
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.
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted strong quarterly gains, including the...
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...
November 15, 2023 Summary Rising interest rates have led to steep price declines in bond markets. Some bonds trade at deep price discounts even though their...