Mr. Conley: JAG Advisors is a dually-registered asset management firm in St. Louis, Missouri. We manage both equities and fixed income and our total Assets Under Management is approximately 850 million.
TWST: What is your investment philosophy? What approach do you take?
Mr. Conley: On the equity side focus on large-cap growth investment firm. Our fixed-income strategies center on intermediate-term corporate bonds.
TWST: Tell us about that process and how you identify large-cap growth stocks for your portfolio.
Mr. Conley: Our process attempts to identify companies that we believe have superior earnings and revenue growth prospects versus their peers and versus the overall market. The rationale behind that is that we believe that ultimately price follows earnings. So, to the extent that we can identify faster growing companies on both the top and bottom lines, our expectation is that those types of equities will be more or likely to produce excess returns versus a passive benchmark.
Tickers included in this excerpt: AGU, CERN, GOOG, MAS, MRVL, MSFT
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