Growth Equity
Small Mid Cap Growth
Actively managed equity strategy
Invest with us in high-quality, small and mid cap growth companies
Growth Equity
Small Mid Cap Growth Strategy
Seeks to add value by investing in high-quality innovative and transformative companies significantly growing sales and market share.
- Best ideas portfolio with small and mid cap growth style consistency
- Focused portfolio of around 25-40 publicly traded stocks
- A disciplined, repeatable process for stock selection
JAG’s experienced, entrepreneurial portfolio management team seeks to add value by curating a portfolio of highest quality companies.
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 A Small Mid Cap Growth Strategy
View the Quarterly Fact Sheet for detailed information.
