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.
JAG Fixed Income Thematic Insights: Q4 2025
December 2025 - Spread Thin? Why Credit Still Deserves a Place in Portfolios Summary In last quarter's Insight, we examined the relationship between yield...
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...
Strive For More with SRI Quality Growth
View the Quarterly Fact Sheet for detailed information.
