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.
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John...
JAG Team Insights: Sentiment Index
March 18, 2022 --- Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at...
JAG Team Insights: Energy Market
March 8, 2022 --- Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
