Growth Equity

All Cap Innovations

Actively managed equity strategy.

Invest with us in high-quality, transformative companies

Growth Equity

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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