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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Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
March 18, 2022 --- Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at...
March 8, 2022 --- Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely...