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 perform 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.
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
JAG Team Insights: Sentiment Index
March 18, 2022 --- Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at...
JAG Team Insights: Energy Market
March 8, 2022 --- Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
