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.
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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...
TWST’s Interview with JAG CEO/CIO Norm Conley “Magnificent Seven Could Continue to Dominate for a Long Time”
December 14, 2023 --- Learn about JAG's history, investment philosophy, stock selection process, favorite investments, 2023 performance, and our 2024...
November 15, 2023 Summary Rising interest rates have led to steep price declines in bond markets. Some bonds trade at deep price discounts even though their...