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Growth Equities

Focused. Disciplined. Aligned.

JAG believes that active portfolio management can deliver long-term outperformance through superior security selection. We see innovative growth companies as engines of progress that expand the global economy and build lasting shareholder wealth.

Our Growth Equity Strategies

Large Cap Growth

The JAG Large Cap Growth strategy seeks to identify and invest in a focused but diversified portfolio of large capitalization US companies. The portfolio typically consists of 30-40 securities that exhibit superior growth characteristics, strong fundamentals, and compelling price appreciation potential.

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Investment Pillars

  • Large and growing total addressable markets
  • Clear catalysts that could drive share prices higher over the next twelve months
  • Healthy balance sheets and robust free cash flow generation
  • Management teams with a proven track record of innovation and business execution
  • Strong and/or improving price momentum
  • No "averaging down" and proactive sell discipline to mitigate the risk of permanent capital loss

3/31/1990

Inception Date

30-40

Number of Holdings

Russell 1000 Growth

Primary Benchmark

Fact Sheet
Performance Commentary

Norm Conley

Lead Portfolio Manager Since 1999

Small Mid Cap Growth

The JAG Small Mid Cap Growth strategy seeks to identify and invest in a focused but diversified portfolio of small and mid capitalization US companies. The portfolio typically consists of 25-50 securities that exhibit superior growth characteristics, strong fundamentals, and compelling price appreciation potential.

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Investment Pillars

  • Large and growing total addressable markets
  • Clear catalysts that could drive share prices higher over the next twelve months
  • Healthy balance sheets and robust free cash flow generation
  • Management teams with a proven track record of innovation and business execution
  • Strong and/or improving price momentum
  • No "averaging down" and proactive sell discipline to mitigate the risk of permanent capital loss

9/30/2019

Inception Date

25-50

Number of Holdings

Russell 2500 Growth

Primary Benchmark

Fact Sheet

SRI Quality Growth

The JAG SRI Quality Growth strategy seeks to identify and invest in a focused but diversified portfolio of US stocks and ADRs with a market capitalizations above $3 billion. The portfolio typically consists of 30 to 40 high-quality companies that grow their earnings faster than their peers and the overall market, and trade at attractive valuations.

Investment Pillars

  • Long-term buy-and-hold strategy with low annual portfolio turnover
  • Focus on multinational companies with consistent profitability
  • Solid balance sheets, manageable debt, and rational valuation
  • Management teams with a proven track record
  • Durability of the company's competitive strength, and clear growth and profitability drivers
  • Limitation of exposure to ESG risk

3/31/2012

Inception Date

30-40

Number of Holdings

S&P 500 Total Return

Primary Benchmark

Fact Sheet

Michael P. Walsh

Leading Portfolio Manager since its inception

Investment Philosophy

Focused But Diversified

Concentrated portfolios with holdings reflecting our best ideas

Rigorous Research Process

Combines proprietary quantitative and qualitative methods with deep fundamental analysis

Emphasis on Risk Management

Clear and repeatable sell discipline for exiting positions

Investing Alongside Our Clients

JAG team members and their families invest meaningful personal capital in JAG strategies

Meet the Analyst Team

Frequently Asked Questions

What is the primary objective of JAG’s Growth Equity strategies?

Our primary goal is long-term capital appreciation. We invest in a focused but diversified portfolio of U.S. companies that exhibit superior growth characteristics, strong fundamentals, and compelling price appreciation potential.

We combine a benchmark-agnostic and research-driven process. Our portfolio reflects our highest-conviction ideas, supported by proprietary quantitative and qualitative scoring systems (J-Score and Q-Score), a disciplined sell discipline, and a long-term investment horizon.

JAG Large Cap Growth: The Russell 1000 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark.
JAG Small Mid Cap Growth: The Russell 2500 Growth Index is our primary benchmark, with the S&P 500 Index as a secondary benchmark.

Very. Our portfolio turnover is moderate and driven by our proactive sell discipline. We typically maintain 30–40 (Large Cap Growth) and 25-50 (Small Mid Cap Growth).

We focus on U.S. companies with strong earnings/revenue growth, healthy balance sheets, and a history of innovation. Our proprietary research tools help identify businesses with strong market potential and competitive advantages.

We prioritize risk-adjusted returns and avoid excessive sector concentration or overexposure. We maintain strict guidelines on position size and sector weights, and we actively monitor for risk through weekly team meetings and attribution analysis.

We sell positions based on deteriorating fundamentals, excessive concentration, underperformance, or a decline in conviction. Our philosophy is to prioritize discipline over conviction—avoiding 'averaging down' on losing positions.

This strategy is ideal for institutional and high-net-worth investors seeking long-term capital growth, including foundations, family offices, and corporate plans.

The strategies are available in SMA, UMA, vehicles. The Large Cap Growth strategy is also available in a mutual fund vehicle[hotlink]. You can invest through various partner platforms or directly via JAG Capital Management. Contact us for more information.

Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

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This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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eMoney

eMoney is an industry-leading financial planning platform designed to help advisors, planners, and RIAs deliver personalized, comprehensive financial advice to clients across all stages of life.

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Nitrogen

Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

If you do not meet the qualifications above, please click "Decline" to return to the homepage.

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