At JAG Capital Management, we specialize in serving institutional investors who demand consistency and accountability.
Our roots in institutional finance trace back to 1945, when one of our earliest relationships — a women’s religious institution — helped shape a lasting focus on organizations with long-term, mission-driven responsibilities.
We understand the unique fiduciary responsibilities and governance structures institutional entities operate within, and we ensure our strategies align with those priorities.
Foundations may often handle grant commitments while also balancing their investment goals for enduring portfolio sustainability. JAG works with foundations to align their investment approaches to consider budget, governance oversight, and long-term capital preservation.
Endowments often aim to maintain purchasing power while also funding ongoing institutional priorities. JAG assists institutions in aligning portfolio needs with spending policies, liquidity needs, and long-term objectives.
Capital preservation and steady support for operational needs are often priorities for many religious organizations. JAG may help structure investment approaches that reflect mission considerations and long-term planning objectives.
Remaining flexible while managing reserves and supporting organizational stability is a common need among non-profit organizations. JAG may help non-profits evaluate portfolio considerations related to liquidity needs, risk awareness, and policy constraints.
Higher education institutions are often familiar with managing endowments and reserves in correlation with long-term planning. JAG may help align financial investment approaches with the institution’s spending policies, board oversight, and multi-year funding needs.
Behind every allocation is a mission. We bring discipline, transparency, and alignment to every relationship, because institutions deserve more than promises. They deserve a partner invested in their success.
Our active equity & fixed income strategies are process-driven and constructed with intentional risk-parameters that provide consistency and repeatability.
As an independent, 100% employee-owned firm, we are fully aligned with our clients. We provide institutional-grade reporting, ongoing communication, and a level of responsiveness that builds long-term trust.
Whether you’re integrating JAG into a broader asset allocation framework or building out a specialized sleeve, we work with investment committees, consultants, and stakeholders to tailor our engagement to your needs.
With roots dating back to 1945, JAG is not just a manager. We are a strategic partner committed to your mission, goals, and beneficiaries.
JAG Capital Management’s equity strategies are built for institutional portfolios focused on long-term growth. Our process uses both quantitative models and fundamental research to identify companies with strong earnings growth, solid business quality, and reasonable valuations.
Portfolios are built with a growth focus and managed using a disciplined approach designed to provide consistency across different market conditions and investment guidelines.
Our fixed income strategies are designed for institutions seeking income generation and capital preservation within defined risk parameters.
Institutional fixed income portfolios are developed through a credit-focused, bottom-up research process that emphasizes:
Fixed income strategies for institutions generally maintain a meaningful allocation to investment-grade corporate bonds, with duration and credit exposure managed in alignment with client objectives and investment policy constraints.
Select institutional equity strategies are available through the JAG Large Cap Growth Fund, a 1940 Act structure that reflects the same underlying investment philosophy used in separately managed accounts.
The strategy provides access to JAG’s research process within a pooled vehicle that may be used within broader institutional allocation frameworks.
For institutions with investment policy statements that include social, ethical, or values-based considerations, JAG incorporates socially responsible investing parameters into portfolio construction.
These may include exclusionary screens or customized restrictions defined by the governing body or investment committee. ESG-related factors may be considered, where relevant, to risk assessment and security selection, in accordance with client guidelines.
We generally work within the structure of an investment policy statement (IPS), providing portfolio management, reporting, and ongoing communication that support committee oversight and governance processes.
Our institutional strategies are designed for long-term investors seeking capital growth, including:
Institutional investment in practice refers to the management of portfolios in accordance with an investment policy statement or a defined governance framework. This may typically include:
Combined, these practices are designed to align with long-term objectives, liquidity needs, and risk parameters.
JAG may serve as a discretionary manager within a broader multi-manager structure, or as a core equity and/or fixed-income manager, depending on the institution’s investment policy and allocation framework.
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