Investment Strategies
Growth Equity Investment Strategies
Invest alongside us in innovative and sustainable growth companies.
Plan for the Future with a Growth Equity Investment Strategy
With a sustainable growth equity investment strategy, you’re invested in growth companies that are driving the evolution of the global economy, improving society, and meeting long-term goals for investors.
Disciplined Process
Optimize your portfolio with a team committed to a proven, repeatable process for identifying and capitalizing on high-growth opportunities.
Active Investments
Make sure your portfolio is ready to adapt to market conditions and new opportunities by leveraging an active investment advisory firm.
Price Appreciation Goals
Use a portfolio of individual stocks that exhibit high growth characteristics and offer compelling price appreciation potential to grow your investments.
Learn more about our focused and diversified growth equity portfolios.
Large Cap Growth
The strategy focuses primarily on U.S. Large Cap companies that exhibit fundamental strength, superior growth characteristics and reasonable valuations.
All Cap Growth
The strategy invests primarily in high-quality U.S. companies across all market capitalizations that are driving strong and visible growth.
All Cap Innovations
The strategy focuses primarily on innovative and disruptive companies across all market capitalizations where global business models often drive revenues.
Equity Growth and Income
The strategy seeks total return from a combination of growth plus dividends with lower volatility than the market. Focusing primarily on high-quality companies exhibiting strong revenues, cash flow, earnings growth, and growing their dividends at an above-average rate.
International Growth
The strategy invests in high-quality companies, through ADRs, deriving the majority of their revenues from international business activity and are able to sustain strong earnings growth.
Small Cap Growth
The strategy invests in high-quality, innovative and transformative companies significantly growing sales and market share. Best ideas portfolio with small cap growth style consistency.
SRI Quality Growth
Socially responsible investing viewed through a common-sense lens. The strategy focuses on multinational companies with wide competitive moats, consistent profitability, and strong balance sheets that we believe are not overly reliant on the economic cycle.
Discover How We Design Growth Equity Portfolios
Devising a growth equity investment strategy that aims to exceed market expectations takes experience, process, and a keen understanding of what qualities demonstrate opportunities. We identify stocks that exhibit:
- Superior growth characteristics
- Solid fundamentals
- Compelling price appreciation
In doing so, we create strategies that strive to outperform and benefit you, our clients.
Get The Most from Your Investments
We strive to meet your goals.
Don’t settle for average. With our growth equity strategies, we’re working to exceed the market expectations and capitalize on market opportunities for your benefit.
Stay Up-to-Date on Market News
Check out our quarterly commentary and blog for insightful capital management news.
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
JAG Team Insights: Sentiment Index
March 18, 2022 --- Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at...
JAG Team Insights: Energy Market
March 8, 2022 --- Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely...
Strive For More with Growth Equity Strategies
Expand the possibilities by investing in growth equity strategies that demonstrate qualitative value.