All Cap Growth Strategy
Best ideas portfolio emphasizes domestic companies of all market caps and may invest in some foreign ADRs.
- Select group of high-quality companies visibly driving strong earnings growth
- Focused portfolio of around 30-50 publicly traded stocks
- A disciplined, repeatable process for stock selection
- Research-driven, contrarian insights lead to differentiated opportunities within prudent risk/reward parameters
JAG’s experienced, entrepreneurial portfolio management team seeks to add value by curating a portfolio of highest quality companies.
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