Small Cap vs Mid Cap vs Large Cap: Key Differences for Investors
Understanding the difference between small cap vs mid cap vs large cap stocks is an important part of building a diversified investment portfolio. These categories reflect the size of a company and often influence its growth potential, volatility, and overall risk profile. Market capitalization, commonly called market cap, represents the total value of a company’s […]
Professional Fund Management: A Disciplined Approach to Long-Term Outcomes
Fund Management: Strategies for Long-Term Investing Effective fund management focuses on building portfolios designed to grow over time while managing risk. Rather than reacting to daily market headlines, professional managers rely on a structured process that guides investment decisions. Successful fund management typically includes clear research methods, diversification, risk management, and ongoing portfolio review. While […]
Growth Investing: Strategies to Consider for Long-Term Investors
Investors often seek opportunities that offer the potential for long-term portfolio growth. One approach that attracts attention is allocating to growth investing strategies, which are a strategies focused on companies expected to expand their revenues, earnings, or market share over time. While growth investing strategies can play an important role in a diversified portfolio, it […]
Investment Management Solutions for Individual Investors
Investment management for individual investors focuses on aligning portfolios with personal goals, time horizons, and risk tolerance. While strategies may be less complex than institutional portfolios, individual investors face unique challenges related to behavioral decision-making, product complexity, and long-term discipline. Understanding how investment strategies, risk management, professional guidance, and access to technology interact can support […]
Finding the Right Active Investment Manager in St. Louis
Finding the Right Active Investment Manager in St. Louis Choosing an active investment advisory firm is an important decision, particularly for investors who value ongoing oversight, risk management, and professional judgment rather than purely passive strategies. The St. Louis region has a long-standing presence in active investment management, serving individuals, families, institutions, and intermediaries across […]
The Case for Active Investing in Today’s Market
At JAG Capital Management, we actively manage equity and fixed income portfolios for institutions and individuals with a long-term perspective and a disciplined investment process. While investment discussions are often framed as a binary choice between active and passive approaches, we believe the decision is more nuanced and highly dependent on market conditions, investor objectives, […]
Living Our Values: Congratulations to Our Q4 2025 Core Values Award Winner
We are proud to recognize Mike Walsh as our Q4 2025 JAG Capital Management Core Values Award Winner, honoring both his embodiment of our Accountable core value and his extraordinary 45th anniversary as a valued member of the JAG team. Throughout his tenure, Mike has consistently demonstrated what accountability looks like in action. He is […]
Quarterly Comments Q4 2025: Resilience Amid Uncertainty
Resilience Amid Uncertainty Firm Highlights Congratulations to Mike Walsh, whom we honored for embodying our Accountable core value and for celebrating his 45th anniversary as a key member of the JAG team. Mike is a consummate professional and tireless advocate for our clients. His dedication also extends beyond our firm, through his longtime service on […]
If You’re Looking for the Wolf of Wall Street, You Won’t Like Our Office
A year or so ago, my brother Steve came to visit our new offices on Des Peres Road. Steve spent most of his career working in large ad agencies. Fast-paced environments. Tight deadlines. Phones ringing. People rushing from one fire drill to the next. In that world, visible stress is often mistaken for importance…and busyness […]
More Control. More Transparency. More Personalization: The SMA Advantage
What Is a Separately Managed Account? A Separately Managed Account (SMA) is a professionally managed portfolio of individual securities, such as stocks or bonds, that is owned directly by an investor. Unlike Mutual Funds or ETFs, where many investors pool their money together, an SMA is your personal portfolio, tailored to your needs. The Key […]