Growth Equity
SRI Quality Growth
Actively managed equity strategy.
Socially responsible investing viewed through a common-sense lens.
Growth Equity
SRI Quality Growth Equity Strategy
Best Ideas portfolio with large cap growth style consistency.
- Focused portfolio of around 30-40 publicly traded high-quality stocks
- High conviction, and low portfolio turnover approach
- Proactive sell-discipline
- “Price follows earnings” philosophy seeks companies with the ability to consistently grow top- and bottom-line earnings
JAG’s experienced, entrepreneurial portfolio management team seeks to add value by curating a portfolio of multinational firms with wide competitive moats, consistent profitability, and strong balance sheets that we believe are not overly reliant on the economic cycle.
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.
