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How We Invest

The Jaguar Investment Fund is nominally an all-equity based fund investing in domestic equities, ADRs, REITs. The Fund aims to achieve portfolio returns in excess of a benchmark of the S&P 500.

Current Holdings

Ticker Name   Ticker Name
AMT AMERICAN TOWER CORP   NVDA NVIDIA CORP
AMZN AMAZON.COM INC   OTX OPEN TEXT CORP
COLM COLUMBIA SPORTSWEAR CO   PEP PEPSICO INC
FDX FEDEX CORP   SPG SIMON PROPERTY GROUP INC
HCA HCA HEALTHCARE INC   STZ CONSTELLATION BRANDS INC-A
HI HILLENBRAND INC   SWK STANLEY BLACK & DECKER INC
IBM INTL BUSINESS MACHINES CORP   TREE LENDINGTREE INC
JNJ JOHNSON & JOHNSON   ULTA ULTA BEAUTY INC
LKQ LKQ CORP   UNH UNITEDHEALTH GROUP INC
LMT LOCKHEED MARTIN CORP   V VISA INC-CLASS A SHARES
NEE NEXTERA ENERGY INC   VFH VANGUARD FINANCIALS ETF
NFLX NETFLIX INC   VOO VANGUARD S&P 500 ETF
NFX NEWFIELD EXPLORATION CO   VZ VERIZON COMMUNICATIONS INC
NOC NORTHROP GRUMMAN CORP   WWE WORLD WRESTLING ENTERTAIN-A

Fund Performance

As of June 30,  2017, the Jaguar Investment Fund has earned a total return of 21.31% since inception. The fund was 0.19% ahead our benchmark, the S&P 500, since inception.