JAG Capital Management, LLC

💡 Quarterly Update from JAG Capital Management 💡 We’re excited to share our latest quarterly comments, highlighting key market trends and our insights on the current investment landscape. Firm Highlights: We’ve moved! As of October 21, 2024, our new address is 1610 Des Peres Road (Suite 120), St. Louis, MO 63131. Our new location offers a modernized work environment and room for future growth. Special thanks to Kelly Yovandich for her exceptional work in managing this transition smoothly. 🏢✨ #JAGCapitalManagement #MarketUpdate #NewOffice #InvestmentInsights

Exciting Opportunity Alert! JAG Capital Management is thrilled to announce a new opening as a Strategic Relationships Associate in our St. Louis office! 🌟 Are you passionate about financial services and building relationships? If so, we want to hear from you! 🔍 Position: Strategic Relationships Associate 📍 Location: St. Louis, MO 💼 Type: Full-Time Ready to take the next step in your career? Apply now and become a part of our success story! #JobOpening #CareerOpportunity #Hiring #FinanceJobs #StLouisJobs #JoinOurTeam

💡 JAG Capital Management Q3 2024 Growth Equity Thematic Insights 💡 Our latest report dives deep into the evolving landscape of Generative AI and its market implications. Key takeaways include: Generative AI Investments: Major players like Microsoft, Alphabet, and Meta are heavily investing in AI infrastructure, signaling robust growth ahead. AI Adoption: Still in early stages, with significant potential across various sectors. GLP-1 Drugs: Eli Lilly’s advancements in diabetes treatment could reshape the healthcare landscape, impacting both patients and device makers. Consumer Trends: Shifts in spending habits post-COVID, with consumers becoming more discerning and value-focused. Commercial Real Estate: Signs of stabilization, presenting potential investment opportunities. Stay up to date with JAG’s quarterly insights. #Investment #AI #Healthcare #ConsumerTrends #RealEstate #MarketInsights #JAGCapitalManagement

We’re #hiring. Know anyone who might be interested?

🔍 The Concentration Conundrum 🔍 In the 2nd quarter of 2024, enthusiasm for Artificial Intelligence (AI) once again powered the broad market higher. Large caps outperformed small caps, and Information Technology and Communication Services sectors led the positive returns. 📈 Market Overview: - S&P 500 generated solid gains - Mixed performance across sectors - Investor concerns over slowing economic growth 🔍 The Growing Top-Heavy Concentration: The combined weighting of the top 10 stocks in the S&P 500 increased significantly, accounting for more than 50% of the index's gains last year. This trend continues in 2024. 🌐 Market Outlook: - Stocks riding a wave of optimism - Inflation declining - Potential Fed rate cut in September - Cautious optimism as we enter H2 2024 Read the full commentary in the attached PDF. 📄 #InvestmentInsights #AI #Finance

We are excited to announce our latest recipient of the Quarterly Core Value Award. Adam Dobin plays a key role as a member of our Operations Team at JAG. He exemplifies what it means to be Accountable and could not be more deserving. Join us in congratulating Adam! Thank you for all you do!

"Creative Destruction" is a feature of capitalism and the modern global economy. The forces of innovation push society forward and ultimately result in better products and services for consumers. Check out the newest Insight from our Equity Portfolio Management Team to learn about our positioning and observations within the Growth Equity space. #investing #growth #ai #glp1

JAG Capital Management would like to recognize Tucker O'Neil for embodying our core value of Collaborative. Please join us in extending our appreciation to Tucker for his commitment to working collaboratively within and beyond the Equity Research team. He routinely and proactively seeks to assist Operations, Compliance, and Business Development team members with his skillset and welcome ideas. Congratulations Tucker O'Neil!

Read Norm Conley's, JAG CEO & CIO, recent interview with TWST about the firm's history, investment philosophy, stock selection process, favorite investments, 2023 performance and our 2024 outlook "Magnificent Seven Could Continue to Dominate for a Long Time" here: https://lnkd.in/eEd2YjPz. #magnificent7 #activemanagement #growthinvesting #performance #outlook2024

We are excited to announce that James Sindelar was promoted from Vice President, Director of Business Development to Senior Vice President, Strategic Relationships at JAG Capital Management. Since joining JAG in 2013, James has expanded the geographic footprint of JAG's institutional advisor, consultant, and intermediary channels through relationship-driven investment management solutions. He is also responsible for JAG's marketing strategy and serves on the firm's Executive Committee. James became a firm shareholder in 2021 and has established himself as a key leader of JAG through his entrepreneurial and collaborative mindset. He is steadfast in serving clients across the firm and giving them confidence in achieving their long-term goals. "James’ incredible work ethic and dedication to our clients has long been valuable to the entire JAG team. James embodies our differentiated core values, and his leadership and expertise will be invaluable as JAG executes our strategic plan in the coming years." - Norm Conley, CEO & CIO