Growth Equity
SRI Quality Growth
Actively managed equity strategy.
Socially responsible investing viewed through a common-sense lens.
Growth Equity
SRI Quality Growth Equity Strategy
Best Ideas portfolio with large cap growth style consistency.
- Focused portfolio of around 30-40 publicly traded high-quality stocks
- High conviction, and low portfolio turnover approach
- Proactive sell-discipline
- “Price follows earnings” philosophy seeks companies with the ability to consistently grow top- and bottom-line earnings
JAG’s experienced, entrepreneurial portfolio management team seeks to add value by curating a portfolio of multinational firms with wide competitive moats, consistent profitability, and strong balance sheets that we believe are not overly reliant on the economic cycle.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
2nd Quarter 2025: From Shock to Strength
From Shock to Strength Last quarter was nothing if not exciting. April opened with what market historians may someday call the Tariff Tantrum of 2025. On...
A St. Louis-Based Firm With a Nationally Recognized Investment Strategy
JAG's Large Cap Growth strategy named a PSN Bull & Bear Masters top 10 performer (3-year period ending 3/31/25) At JAG, we actively manage equity...
JAG Growth Equity Thematic Insights: Q2 2025
June 2025 Investing in Transformation That Matters Beyond the Headlines, the AI Revolution Continues Although tariff policy, government spending, and politics...
Strive For More with Large Cap Growth
View the Quarterly Fact Sheet for detailed information.
