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Growth Equities

Active by Design. Accountable by Nature.

We believe disciplined active management, combined with transparent communication and direct alignment, delivers better long-term outcomes for our clients...and for us, since we invest right alongside them.

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.

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

Risk Guidelines

Maximum Position Size 15% of portfolio
Maximum Sector Exposure 250% of benchmark or 25% of portfolio, whichever is greater
Maximum Industry Exposure 30% of portfolio
Maximum ADR Exposure 15% of portfolio
Expected Tracking Error 4-8% versus Russell 1000 Growth benchmark

Target Portfolio Characteristics

Number of Holdings 30 to 40
Initial Position Sizes 1.5% to 3%
Active Position Sizes 0% to 5%
Cash Exposure 0% to 2% of portfolio
Tracking Error 4-8% versus Russell 1000 Growth benchmark
Annual Turnover 50% to 100%

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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.

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