Company

Investing with integrity, serving with purpose, and building trust that endures

We exist to give our clients confidence in achieving their long-term investment goals.

Our Story

JAG Capital Management traces its roots to 1945, when Joseph Aloysius Glynn co-founded Blewer, Heitner & Glynn in St. Louis with a mission to serve clients with integrity and long-term discipline.

One of the firm’s earliest relationships — One of the firm’s earliest relationships – a large Women’s Religious Institution — helped shape its enduring focus on institutions with multi-generational missions. By the early 1960s, the firm became known as J.A. Glynn & Co., building a reputation for sound research and prudent investing across market cycles.

In 1988, Daniel J. Ferry, Jr. acquired the firm and guided it through a period of modernization and growth, later relocating headquarters to the Clayton corridor to position for expansion.

Norm B. Conley III joined in 1999 and became CEO in 2008, continuing the legacy of disciplined, client-aligned investing. Today, under the JAG Capital Management brand, the firm celebrates 80 years of independence, stewardship, and partnership — helping clients move Forward. Together.

Joe Glynn, the firm’s original founder

Timeline

Our Core Values

Curious

We embrace continuous learning and the pursuit of innovative solutions to support our clients and colleagues.

Collaborative

United by our shared commitment to client success, we value diverse perspectives and bring a team-oriented mindset to our daily work.

Adaptive

As committed professionals operating in a competitive and dynamic industry, we welcome change as an opportunity for long-term growth.

Accountable

We own our actions and our results. We approach both successes and challenges with transparency, humility, and grace.

Our Focus

People First

At JAG, people are at the center of everything we do. Our clients are our most important assets, and our team is united by a passion for service and stewardship.

We measure our success not only in outcomes, but also in the trust we build and the relationships we nurture.

Giving back

Commitment to Community

Our people believe in being active citizens, giving back to the communities where we live and work.

From volunteering to leadership roles in local organizations, JAG team members are committed to making a positive impact beyond the walls of our firm.

WATCH: A journey through JAG’s past, present, and future

80 Years of Discipline, Trust, and Stewardship

From our beginnings in 1945 to today, JAG’s story is one of integrity, independence, and partnership, built on the belief that true investing is always focused on the long term. Learn more about JAG’s roots, legacy, and philosophy in this video, narrated by our CEO and CIO, Norm Conley.

Frequently Asked Questions

What is the primary objective of JAG’s Growth Equity strategies?

Our primary goal is long-term capital appreciation. We invest in a focused but diversified portfolio of U.S. companies that exhibit superior growth characteristics, strong fundamentals, and compelling price appreciation potential.

What distinguishes JAG’s Growth Equity strategies from other growth strategies?

We combine a benchmark-agnostic and research-driven process. Our portfolio reflects our highest-conviction ideas, supported by proprietary quantitative and qualitative scoring systems (J-Score and Q-Score), a disciplined sell discipline, and a long-term investment horizon.

What benchmarks are used for performance comparison?

JAG Large Cap Growth: The Russell 1000 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark.
JAG Small Mid Cap Growth: The Russell 2500 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark.

How actively managed are the strategies?

Very. Our portfolio turnover is moderate and driven by our proactive sell discipline. We typically maintain 30–40 (Large Cap Growth) and 25-50 (Small Mid Cap Growth).

What types of companies do you target for investment?

We focus on U.S. companies with strong earnings/revenue growth, healthy balance sheets, and a history of innovation. Our proprietary research tools help identify businesses with strong market potential and competitive advantages.

What is your risk management philosophy?

We prioritize risk-adjusted returns and avoid excessive sector concentration or overexposure. We maintain strict guidelines on position size and sector weights, and we actively monitor for risk through weekly team meetings and attribution analysis.

How does your sell discipline work?

We sell positions based on deteriorating fundamentals, excessive concentration, underperformance, or a decline in conviction. Our philosophy is to prioritize discipline over conviction—avoiding 'averaging down' on losing positions.

What types of clients are best suited for this strategy?

This strategy is ideal for institutional and high-net-worth investors seeking long-term capital growth, including foundations, family offices, and corporate plans.

How can I invest in the Large Cap Growth or Small Mid Cap Growth Strategy?

The strategies are available in SMA, UMA, vehicles. The Large Cap Growth strategy is also available in a mutual fund vehicle[hotlink]. You can invest through various partner platforms or directly via JAG Capital Management. Contact us for more information.

Company

Investing with integrity, serving with purpose, and building trust that endures

We exist to give our clients confidence in achieving their long-term investment goals.

Our Story

Timeline

Founded on Trust

Institutional Roots

J.A. Glynn Name

Modern Leadership

Strategic Relocation

Next Generation

Leadership Transition

Brand Evolution

80 Years Strong

Forward. Together.

Our Core Values

Curious

We embrace continuous learning and the pursuit of innovative solutions to support our clients and colleagues.

Collaborative

United by our shared commitment to client success, we value diverse perspectives and bring a team-oriented mindset to our daily work.

Adaptive

As committed professionals operating in a competitive and dynamic industry, we welcome change as an opportunity for long-term growth.

Accountable

We own our actions and our results. We approach both successes and challenges with transparency, humility, and grace.

Our Focus

People First

At JAG, people are at the center of everything we do. Our clients are our most important assets, and our team is united by a passion for service and stewardship. We measure our success not only in outcomes, but also in the trust we build and the relationships we nurture.

Giving back

Commitment to Community

Our people believe in being active citizens, giving back to the communities where we live and work. From volunteering to leadership roles in local organizations, JAG team members are committed to making a positive impact beyond the walls of our firm.

WATCH: A journey through JAG’s past, present, and future

80 Years of Discipline, Trust, and Stewardship

Frequently Asked Questions

Our primary goal is long-term capital appreciation. We invest in a focused but diversified portfolio of U.S. companies that exhibit superior growth characteristics, strong fundamentals, and compelling price appreciation potential.

We combine a benchmark-agnostic and research-driven process. Our portfolio reflects our highest-conviction ideas, supported by proprietary quantitative and qualitative scoring systems (J-Score and Q-Score), a disciplined sell discipline, and a long-term investment horizon.

JAG Large Cap Growth: The Russell 1000 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark. JAG Small Mid Cap Growth: The Russell 2500 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark.

Very. Our portfolio turnover is moderate and driven by our proactive sell discipline. We typically maintain 30–40 (Large Cap Growth) and 25-50 (Small Mid Cap Growth).

We focus on U.S. companies with strong earnings/revenue growth, healthy balance sheets, and a history of innovation. Our proprietary research tools help identify businesses with strong market potential and competitive advantages.

We prioritize risk-adjusted returns and avoid excessive sector concentration or overexposure. We maintain strict guidelines on position size and sector weights, and we actively monitor for risk through weekly team meetings and attribution analysis.

We sell positions based on deteriorating fundamentals, excessive concentration, underperformance, or a decline in conviction. Our philosophy is to prioritize discipline over conviction—avoiding 'averaging down' on losing positions.

This strategy is ideal for institutional and high-net-worth investors seeking long-term capital growth, including foundations, family offices, and corporate plans.

The strategies are available in SMA, UMA, vehicles. The Large Cap Growth strategy is also available in a mutual fund vehicle[hotlink]. You can invest through various partner platforms or directly via JAG Capital Management. Contact us for more information.

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.By clicking "Accept" below, you confirm that you are:

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At JAG, people are at the center of everything we do. Our clients are our most important assets, and our team is united by a passion for service and stewardship.

We measure our success not only in outcomes, but also in the trust we build and the relationships we nurture.

Our people believe in being active citizens, giving back to the communities where we live and work.

From volunteering to leadership roles in local organizations, JAG team members are committed to making a positive impact beyond the walls of our firm.

JAG Large Cap Growth: The Russell 1000 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark.
JAG Small Mid Cap Growth: The Russell 2500 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark.

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are: