Quarterly Comments Q2 2026: From Hormuz to Handshake
Firm Highlights Living Our Values: Chrissy Prinster Congratulations to Chrissy Prinster, honored this quarter for embodying JAG’s Collaborative core value. Since joining JAG as a Client Service Coordinator in 2024, Chrissy has grown into a valued member of our team. She seamlessly handles client service responsibilities, improves and documents cross-department workflows, and collaborates daily […]
JAG Growth Equity Thematic Insights: June 2026
“Any year that you don’t destroy one of your best-loved ideas is probably a wasted year.” – Charlie Munger Let’s start with a truism: successful long-term investing rewards conviction. Almost by definition, the businesses worth holding for years or decades are the ones that prove to be transformational and dazzlingly successful. With the benefit of […]
Growth Investing Is Not the Same as Chasing Hype
“The first principle is that you must not fool yourself, and you are the easiest person to fool.” Nobel laureate Richard Feynman offered this famous warning in a 1974 commencement address at Caltech. He was speaking to a batch of very bright young scientists, but he might as well have been talking to we investors. […]
JAG Fixed Income Thematic Insights: Q2 2026
Not All Bonds Are Created Equal Our colleagues on the equity team recently made a case for the active 60/40 portfolio as one of the more durable frameworks available to investors. We thought it worth picking up where that piece left off. The equity sleeve speaks for itself, but the fixed income sleeve raises a […]
JAG Growth Equity Thematic Insights: Q2 2026
A Simple Alternative to Alternatives? Many sophisticated investors have incorporated alternative assets into their portfolios to enhance risk-adjusted returns. In doing so, they have accepted reduced liquidity and increased portfolio complexity. The results have been mixed. The 60/40 portfolio structure has been a dominant investment approach for decades, but its forward-looking efficacy has been increasingly […]
Quarterly Comments Q1 2026: Shock and Resilience
Market Highlights • Iran Conflict Shakes Markets: On February 28, the US and Israel launched coordinated strikes against Iran, closing the Strait of Hormuz and triggering the largest oil supply disruption in global history. Brent crude oil prices roughly doubled from ~$60 to ~$119/barrel. • S&P 500 Posts Worst Quarter Since 2022: The S&P 500 […]
JAG Fixed Income Thematic Insights: Q1 2026
March 2026 Investing in Transformation That Matters Why Your Mortgage Rate Isn’t Just About the Fed Bond markets have been, by their own standards, relatively quiet of late — a welcome reminder that uneventful, in fixed income, is usually the point. We thought this moment was as good as any to step slightly outside our […]
JAG Growth Equity Thematic Insights: Q1 2026
February 2026 Investing in Transformation That Matters Software at the AI Crossroads SaaS (Software as a Service) stocks have come under increasing pressure as AI tools such as Anthropic’s Cowork have stoked concerns around commoditization and slower seat growth. Many software companies will continue to thrive and create attractive opportunities for investors, but the gap […]