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 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.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
3rd Quarter 2021: Ch-ch-ch-changes
Firm Highlights Welcome Kate! Kate Hurt has joined JAG as Senior Vice President of Operations. Kate will work closely with JAG's CEO and senior leadership to...
JAG Team Insights: Health Care Infrastructure – Opportunities Abound!
October 5, 2021 --- The COVID-19 pandemic exposed major flaws in the public health infrastructure in the US and worldwide. Across the board, countries were...
2nd Quarter 2021: Celebration(ish) Economy
Firm Highlights Five interns are working for JAG this summer on various projects. They hail from Washington University, Southern Methodist University, Saint...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
