About JSPIX
The Jackson Square Large-Cap Growth Fund Institutional Class is an actively managed mutual fund seeking long-term capital appreciation by investing primarily in large-cap U.S. companies. The fund focuses on a concentrated portfolio, typically consisting of 25 to 50 high-conviction holdings, and targets firms with market capitalizations exceeding $3 billion at the time of purchase. It emphasizes companies with robust business models, strong free cash flow, and consistent opportunities for intrinsic value growth, rather than relying solely on traditional measures such as revenue or reported earnings growth. The approach is benchmark-agnostic, placing greater weight on cash generation and returns on invested capital. The fund’s portfolio is notably concentrated in sectors such as technology, consumer cyclical, financial services, and industrials, with top holdings including Microsoft, NVIDIA, Amazon, and Alphabet. Designed for institutional investors, this fund maintains a disciplined, long-term horizon and imposes a relatively high minimum investment, reflecting its commitment to a conviction-driven, performance-focused investment culture.
Category Large Growth
Stock Exchange NASDAQ
Ticker Symbol JSPIX
Share Class Institutional Class
Index Russell 1000 Growth TR
JSPIX had a total return of 21.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 32.89%.
