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JAG Large Cap Growth Fund - Keywords


FUND OVERVIEW

  • High Conviction

INVESTMENT FOCUS

  • Social Responsibility
  • Momentum and Earnings Sustainability
  • ESG
  • Innovators and Disruptors

INVESTMENT PHILOSOPHY

  • Active Manager
  • Long-Term Investor
  • Long-Term Optimist

INVESTMENT PROCESS

  • Top 40% of Russell 3000 Index
  • Security Ranking Proprietary Factor Model
  • Daily Scoring
  • Focus on Top Quintile
  • Fundamental Analysis
  • Qualitative Analysis

RESEARCH PROCESS

  • Superior and Sustainable Growth
  • Fundamental Momentum
  • Seeking Earnings Acceleration
  • Five Ms  Market
  • Moat
  • Management
  • Messaging and Momentum

PORTFOLIO CONSTRUCTION

  • Concentrated
  • Alpha through Security Selection instead of Sector Allocation
  • Strict Sell Discipline

RISK CONTROL

  • Standard Deviation
  • Opportunity Cost