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Growth Equities

Focused on Potential. Grounded in Process.

Our Small Cap Growth approach channels decades of experience into finding early-stage growth opportunities, without sacrificing the rigor, transparency, and discipline that define JAG.

Our Growth Equity Strategies

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.

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

Norm Conley

Lead Portfolio Manager Since 1999

Target Portfolio Characteristics

Number of Holdings 25 to 50
Initial Position Sizes 2% to 5%
Max Position Size 15%
Maximum Sector Exposure 250% of benchmark or 25% of portfolio, whichever is greater
Market Cap $25B at the time of purchase
Cash Exposure <5%

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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
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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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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.

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