JAG Team Insights: Electric Opportunity – Upgrading the Grid
June 24, 2022 Reliable, affordable electrical power is a key requirement for US businesses to compete effectively in a global economy and a necessity for consumers. Meanwhile, there is growing consensus among global policymakers, corporations, and investors that supports transitioning to clean and renewable sources of energy. The US has committed to a multi-year program […]
JAG Team Insights: Assessing High Gas Prices and Shortage Risks
May 24, 2022 — Summary A confluence of factors including the recovery of demand, capacity reductions, lower China exports, and geopolitical tensions are driving record-high gasoline and diesel prices. Clean petroleum product (such as gasoline, diesel, jet fuel) inventories remain low globally, with some countries already experiencing product shortages. While supply shortage risks also exist […]
1st Quarter 2022: Stormy Weather
Firm Highlights Welcome John! John Krueger joined JAG as a Junior Equity Research Analyst with a focus on cyclical and consumer-oriented companies. John previously was an investment banking analyst at Cornerstone Business Services. John earned a BS in Business Administration and a Master of Accountancy, Taxation, Accounting from The University of Arkansas, Sam M. Walton […]
JAG Team Insights: Sentiment Index
March 18, 2022 — Summary The current investment backdrop is reminiscent of the old Chinese curse, “May you live in interesting times.” Between inflation at 40-year highs, a hawkish Fed, a horrific war in Ukraine, a sharp correction in many growth stocks, and news of a COVID-19 surge in China, there is a veritable hailstorm […]
JAG Team Insights: Energy Market
March 8, 2022 — Summary We expect oil prices to remain high, based on recovering demand along with geopolitical tensions, with oil reserve releases likely to have only a temporary impact. Announced sanctions on Russia so far largely exclude the Energy sector, but banks globally are curbing lending for Russian commodity trading. While the US […]
4th Quarter 2021: Retrospectives and Perspectives for The New Year
Firm Highlights Welcome George & Adam! George Margvelashvili, CFA® joined JAG as an Equity Research Analyst focusing on companies within the technology sector. George previously worked at Fisher Investments as a research analyst primarily covering semiconductor companies. Prior to joining the investment management industry, George was a professional chess player and in 2010 was awarded […]
JAG Capital Management Awarded Top Guns Designation by Informa Financial Intelligence
St. Louis, MO — December 2021— JAG Capital Management (JAG) was awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers. JAG Capital Management’s Enhanced Core Fixed Income strategy was named Top Gun 1 Star in both Core Fixed Universe and Intermediate Core Fixed […]
JAG Team Insights: Why We Stay Positive on Semiconductor Industry Fundamentals
January 6, 2022 — Global semiconductor sales continue to trend upward, growing close to +24% year over year in November 2021 (Figure 1). The strong demand environment is a byproduct of several factors, including robust personal computer (PC) sales due to work-from-home initiatives, rising demand from applications such as data center and high-performance computing (HPC), […]
JAG Welcomes Senior Vice President Kate Hurt & Equity Research Analyst George Margvelashvili
(St. Louis & Chicago) — JAG Capital Management (JAG) continues to grow to meet client needs with the addition of Kate Hurt and George Margvelashvili. Kate Hurt joins the firm as Senior Vice President of Operations. Kate will work closely with CEO Norm Conley to continue to drive operational excellence throughout the firm by streamlining […]
JAG Team Insights: Health Care Infrastructure – Opportunities Abound!
October 5, 2021 — The COVID-19 pandemic exposed major flaws in the public health infrastructure in the US and worldwide. Across the board, countries were faced with the realization they lacked adequate supplies, personnel, and processes essential to respond to a large-scale public health emergency. In hindsight, it is clear the lack of preparation deserves […]