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 […]
2nd Quarter 2021: Celebration(ish) Economy
Firm Highlights Five interns are working for JAG this summer on various projects. They hail from Washington University, Southern Methodist University, Saint Louis University, Southern Illinois University Edwardsville, and Miami University/Ohio. JAG’s Chicago office has expanded and moved to Chicago’s iconic and beloved Wrigley Building at 400 North Michigan Avenue. We welcome visitors! Celebration(ish) Economy […]