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 […]
JAG Growth Equity Thematic Insights: Q4 2025
December 2025 Investing in Transformation That Matters Need For Speed: Silicon Edition The AI landscape continues to evolve rapidly, with recent headlines highlighting a growing competitive threat to Nvidia (NVDA) as Google (GOOGL) is reportedly considering external sales of its custom AI accelerator chip, the tensor processing unit (TPU). This note will outline why Nvidia […]
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 levels and forward return outcomes, illustrating how higher absolute yields improve the odds of favorable results over time. This quarter, we turn to a related but more nuanced factor: credit spreads. […]
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 steadily through July and August, then surged to a new all-time high in September on optimism about cooling inflation and a friendlier Fed stance. Tech stocks led the charge yet again: […]
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 arms race in Artificial Intelligence (AI) is continuing to gain steam. Investors are pouring capital into AI-focused companies at a frenetic pace, chasing the promise of revolutionary breakthroughs. Read […]
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 of volatility, tight credit spreads, and a prolonged yield curve inversion. Despite evolving risks, we consistently reach the same conclusion: absolute yields remain attractive. While this view may sound simplistic, […]
2nd Quarter 2025: From Shock to Strength
From Shock to Strength Last quarter was nothing if not exciting. April opened with what market historians may someday call the Tariff Tantrum of 2025. On April 2, President Trump announced sweeping “reciprocal” duties that – at first blush – appeared large enough to upend global supply chains. Markets recoiled from this shocking announcement, knocking […]