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 Team Insights — Putting Recent Tech Layoffs into Context
December 27, 2023 Almost every day we have been hearing the news of tech layoffs, most recently Alphabet (Google) and Spotify each announcing a 6% workforce...
4th Quarter 2022: Opportunity Set is Growing Despite Fears
Bonds are Back! As we highlighted last quarter, we believe the interest rate increases and inflation fears of 2022 have created an attractive opportunity for...
JAG Team Insights — An Electric Opportunity: Renewable Energy Generation
December 15, 2022 The US and much of the world is engaged in a multi-decade effort to replace fossil fuels with renewable, non-CO2 emitting sources of energy....
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
