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: Q3 2024
September 2024 Summary We have extensively covered Gen AI developments in our previous Insights pieces and Q2 earnings season commentary was consistent with...
2nd Quarter 2024: The Concentration Conundrum
The Concentration Conundrum Enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher last quarter, as the S&P 500 generated...
JAG Growth Equity Thematic Insights: Q2 2024
June 2024 Summary "Creative destruction" is a feature of capitalism and the modern global economy. The forces of innovation push society forward and...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
