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.
2nd Quarter 2023: The Return of Guarded Optimism
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JAG Team Insights — Obesity Drug Craze Approaching Critical Milestone
June 2023 In recent years, a class of drugs known as GLP-1 agonists have experienced an unprecedented rise in popularity and captured the attention of...
JAG Team Insights — The AI Revolution: Key Takeaways from Quarterly Earnings Calls
June 2023 As we discussed in our Inaugural piece on AI, we believe the recent acceleration of Artificial Intelligence (AI) is the most disruptive development...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
