Contact us

JAG Growth Equity Thematic Insights: Q4 2024

December 2024

How to Invest in Concentrated Markets

In our previous Insights pieces, we’ve explored key market themes, including the emergence of Generative AI and the growing impact of GLP-1 drugs on healthcare and consumer products. In this write-up, we will discuss a topic that has been garnering considerable attention – market returns being driven by a relatively small number of high-performing stocks – and the implications of this on portfolio management.

Nvidia (NVDA) is the best example in recent history, with the stock accounting for…

Read more

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.

Accept
Decline

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.

Accept
Decline

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.

Ok

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.”

Ok

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.

Accept
Decline

You are now leaving

www.jagcap.com

CONTINUE
Cancel