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.
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