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 25-50 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.
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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...
JAG Fixed Income Thematic Insights: Q2 2025
June 2025 - Treasury Market Primer: Back to Textbook Basics? Summary As we enter the final weeks of Q2 - and at the risk of speaking too soon - several key...
Strive For More With A Small Mid Cap Growth Strategy
View the Quarterly Fact Sheet for detailed information.
