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.

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