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 perform 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.
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Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
March 18, 2022 --- Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at...
March 8, 2022 --- Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely...