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 perform 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: What’s Next for Health Care Investors?
August 22, 2022 The Inflation Reduction Act has major implications for many investment sectors, including Health Care. This Insight focuses on the powers...
2nd Quarter 2022: Inflating Worries
Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third party certification as a...
JAG Team Insights: Electric Opportunity – Upgrading the Grid
June 24, 2022 Reliable, affordable electrical power is a key requirement for US businesses to compete effectively in a global economy and a necessity for...
Strive For More With Equity Growth + Income Strategies
View the Quarterly Fact Sheet for detailed information
