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.
1st Quarter 2024: Time Flies
Reflecting on 25 Years March 8th marked the 25th anniversary of my first day at JAG. In early 1999, my wife Chris and I had just turned 30 years old. Back...
JAG Team Insights — Q1 2024: Thematic Insights
April 2024 Summary Esteemed investor Howard Marks once said, "We may never know where we're going, but we sure out to know where we are." We agree with Mr....
4th Quarter 2023: A Catalyst-Driven Rally for Investors
Market Overview Stocks enjoyed a broad and powerful rally in the fourth quarter as the major US stock indices posted strong quarterly gains, including the...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
