All Cap Innovations Strategy
Best ideas portfolio emphasizes highly innovative and transformative companies significantly growing their earnings, total market share, and revenue.
- Primarily domestic, high-quality companies with global business models often driving their revenues
- 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 perform by curating a portfolio of highest quality companies.
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Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
March 18, 2022 --- Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at...
March 8, 2022 --- Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely...