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
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Performance data presented may be based on past results, which do not guarantee future performance.
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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
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.
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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
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.
