Growth Equity

Equity Growth + Income

Invest with us in high-quality companies growing earnings and dividends

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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.

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Strive For More With Equity Growth + Income Strategies

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