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.
JAG Team Insights: What’s Next for Health Care Investors?
August 22, 2022 The Inflation Reduction Act has major implications for many investment sectors, including Health Care. This Insight focuses on the powers...
2nd Quarter 2022: Inflating Worries
Firm Highlights JAG Achieves Third Party Veteran Owned® Business Certification JAG is proud to announce that we have achieved third party certification as a...
JAG Team Insights: Electric Opportunity – Upgrading the Grid
June 24, 2022 Reliable, affordable electrical power is a key requirement for US businesses to compete effectively in a global economy and a necessity for...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
