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.
JAG Team Insights — Putting Recent Tech Layoffs into Context
December 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and Spotify each announcing a 6% workforce...
4th Quarter 2022: Opportunity Set is Growing Despite Fears
Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have created an attractive opportunity for...
JAG Team Insights — An Electric Opportunity: Renewable Energy Generation
December 15, 2022 The US and much of the world is engaged in a multi-decade effort to replace fossil fuels with renewable, non-CO2 emitting sources of energy....
Strive For More With Equity Growth + Income Strategies
View the Quarterly Fact Sheet for detailed information
