JAG invites you to invest alongside us in innovative and sustainable growth companies that are driving the evolution of the global economy, improving society, and building long-term wealth for shareholders.
As growth equity investors, we utilize a disciplined and repeatable process to build a focused portfolio of individual stocks that exhibit superior growth characteristics, solid fundamentals, and compelling price appreciation potential.
JAG offers our Large Cap Growth strategy in Separately Managed Account (SMA) and Unified Managed Account (UMA) formats, and we advise the JAG Large Cap Growth mutual fund. We also offer separately-managed and customizable ESG and SRI equity portfolios for qualified clients.
Large Cap Growth Performance
Annualized Composite Returns as of December 31, 2020
| JAG LCG Gross | JAG LCG Net | Russell 1000 Growth | S&P 500 TR | |
|---|---|---|---|---|
| Q4 2020 | 13.04% | 12.45% | 11.39% | 12.15% |
| 1 Year | 41.00% | 38.01% | 38.41% | 18.40% |
| 3 Years | 20.42% | 17.78% | 23.03% | 14.21% |
| 5 Years | 20.06% | 17.43% | 21.04% | 15.24% |
| 7 Years | 16.48% | 13.97% | 17.57% | 12.94% |
| 10 Years | 16.24% | 13.89% | 17.24% | 13.91% |
| 15 Years | 12.53% | 10.43% | 12.57% | 9.90% |
| 3/31/90 Inception | 12.65% | 10.85% | 11.07% | 10.44% |