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 add value 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 2023: Markets Show Resilience to Start 2023
Markets Show Resilience to Start 2023! The S&P 500 kicked off 2023 with a first quarter total return of 7.5%. Bonds also delivered mostly positive returns...
JAG Team Insights — The AI Revolution: Framing Risks and Opportunities
April 4, 2023 Over the past several months, Artificial Intelligence (AI) has leaped from the realm of science fiction into reality right before our eyes. The...
JAG Team Insights — An Electric Opportunity: Grid Reliability
March 9, 2023 Grid reliability is becoming increasingly important as our energy needs and dependence continue to grow. The COVID-19 pandemic marked an...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
