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.
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2nd Quarter 2025: From Shock to Strength
From Shock to Strength Last quarter was nothing if not exciting. April opened with what market historians may someday call the Tariff Tantrum of 2025. On...
A St. Louis-Based Firm With a Nationally Recognized Investment Strategy
JAG's Large Cap Growth strategy named a PSN Bull & Bear Masters top 10 performer (3-year period ending 3/31/25) At JAG, we actively manage equity...
JAG Growth Equity Thematic Insights: Q2 2025
June 2025 Investing in Transformation That Matters Beyond the Headlines, the AI Revolution Continues Although tariff policy, government spending, and politics...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
