Growth Equity
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Growth Equity
Custom Portfolios
JAG’s experienced, entrepreneurial portfolio management team adds value by curating portfolios of the highest quality companies.
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JAG Growth Equity Thematic Insights: Q4 2025
December 2025 Investing in Transformation That Matters Need For Speed: Silicon Edition The AI landscape continues to evolve rapidly, with recent headlines...
JAG Fixed Income Thematic Insights: Q4 2025
December 2025 - Spread Thin? Why Credit Still Deserves a Place in Portfolios Summary In last quarter's Insight, we examined the relationship between yield...
3rd Quarter 2025: Markets, Machines, and Megawatts
Markets, Machines, and Megawatts Markets entered the third quarter with strong momentum from the spring rebound and never looked back. The S&P 500 climbed...
