Growth Equity
Large Cap Growth
Actively managed equity strategy.
Growth Equity
Large Cap Growth Equity Strategy
Best Ideas portfolio with large cap growth style consistency.
- High active share versus the Russell 1000 Growth Index
- Focused portfolio of around 30-40 publicly traded high-quality stocks
- A disciplined, repeatable process for stock selection
- Proactive sell-discipline
- 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 companies that exhibit superior growth characteristics, solid fundamentals, and compelling price appreciation potential.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
JAG Growth Equity Thematic Insights: Q4 2025
December 2025 Investing in Transformation That Matters Need For Speed: Silicon Edition The AI landscape continues to evolve rapidly, with recent headlines...
JAG Fixed Income Thematic Insights: Q4 2025
December 2025 - Spread Thin? Why Credit Still Deserves a Place in Portfolios Summary In last quarter's Insight, we examined the relationship between yield...
3rd Quarter 2025: Markets, Machines, and Megawatts
Markets, Machines, and Megawatts Markets entered the third quarter with strong momentum from the spring rebound and never looked back. The S&P 500 climbed...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
