Investment Management Solutions for Individual Investors
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 […]
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 […]
Starting the Year Strong: Governance Best Practices for Investment Committees
For many investment committees, the early months of the year set the tone for everything that follows. Annual meetings, refreshed priorities, and market uncertainty make this an ideal time to revisit governance practices and ensure decision-making frameworks remain clear, consistent, and aligned with long-term objectives. Strong governance is not about reacting to short-term market movements. […]
Investment Management Considerations for Institutional Investors
Investment management for institutional investors involves a range of strategies, governance structures, and regulatory considerations intended to support long-term financial objectives. Pension funds, endowments, foundations, and other institutions typically operate under fiduciary obligations that require balancing return objectives, liquidity needs, risk tolerance, and regulatory requirements. Understanding how investment approaches, risk management practices, and oversight frameworks […]
The First Quarter Tax Moves That Matter Most
First quarter tax planning is one of the most impactful ways to shape your financial year ahead. As the new year begins, early tax strategies can provide more flexibility, reduce your overall liability, and help you stay proactive rather than reactive. Too often, taxpayers wait until late in the year (or even until filing season) […]
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 […]