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 2024
December 2024 How to Invest in Concentrated Markets In our previous Insights pieces, we've explored key market themes, including the emergence of Generative...
JAG Fixed Income Thematic Insights: Q4 2024
December 2024 Summary Clients often ask us which corporate sectors, credit tiers, or tenors of the yield curve our team finds attractive. These are reasonable...
3rd Quarter 2024: Closing the Gap
Closing the Gap Stocks continued to advance in the third quarter, albeit with more volatility than experienced during the first half of 2024. Some of the...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
