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2nd Quarter 2024: The Concentration Conundrum
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P 500 generated...
JAG Growth Equity Thematic Insights: Q2 2024
June 2024 Summary "Creative destruction" is a feature of capitalism and the modern global economy. The forces of innovation push society forward and...
1st Quarter 2024: Time Flies
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my wife Chris and I had just turned 30 years old. Back...
