International Growth Strategy
Selected companies derive the majority of their revenues from international business activity, but are not necessarily domiciled overseas.
- Seeks to outperform the international developed markets
- Best ideas portfolio emphasizes high-quality companies able to sustain above-average earnings growth
- Focused portfolio of around 40-50 publicly traded stocks
- A disciplined, repeatable process for stock selection
JAG’s experienced, entrepreneurial portfolio management team seeks to perform by curating a portfolio of highest quality companies.
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