Growth Equity
Small Mid Cap Growth
Actively managed equity strategy
Invest with us in high-quality, small and mid cap growth companies
Growth Equity
Small Mid Cap Growth Strategy
Seeks to add value by investing in high-quality innovative and transformative companies significantly growing sales and market share.
- Best ideas portfolio with small and mid cap growth style consistency
- Focused portfolio of around 25-50 publicly traded stocks
- A disciplined, repeatable process for stock selection
JAG’s experienced, entrepreneurial portfolio management team seeks to add value by curating a portfolio of highest quality companies.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
3rd Quarter 2025: Markets, Machines, and Megawatts
Markets, Machines, and Megawatts Markets entered the third quarter with strong momentum from the spring rebound and never looked back. The S&P 500 climbed...
JAG Growth Equity Thematic Insights: Q3 2025
September 2025 Investing in Transformation That Matters Staying Disciplined Amidst a Boom As we move through the end of the third quarter of 2025, the fierce...
JAG Fixed Income Thematic Insights: Q3 2025
September 2025 - Beyond the Yield: A Risk-Based Case for Bonds Summary JAG has maintained a constructive bond market outlook for several years, enduring bouts...
Strive For More With A Small Mid Cap Growth Strategy
View the Quarterly Fact Sheet for detailed information.
