Growth Equity
Equity Growth + Income
Invest with us in high-quality companies growing earnings and dividends
Growth Equity
Equity Growth + Income Strategy
Best ideas portfolio seeks total return from a combination of growth plus dividends with lower volatility than the market.
- Select group of high-quality companies with above-average revenues, cash flow and earnings growth, growing dividends at an above-average rate
- 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.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
2nd Quarter 2023: The Return of Guarded Optimism
Market Overview Last quarter began with markets still in the throes of the regional bank crisis following the March failures of Silicon Valley Bank and...
JAG Team Insights — Obesity Drug Craze Approaching Critical Milestone
June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity and captured the attention of...
JAG Team Insights — The AI Revolution: Key Takeaways from Quarterly Earnings Calls
June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) is the most disruptive development...
Strive For More With Equity Growth + Income Strategies
View the Quarterly Fact Sheet for detailed information
