AMG routinely posts financial and other important information regarding the Company in the Investor Relations section of its website at www.amg.com and encourages investors to consult that section regularly. Owned / Committed / Managed. INVESTMENT PHILOSOPHY Jackson Square Partners (“Jackson Square”) is a growth investor but the team is not bound by consensus definitions of growth. Jackson Square Ventures has made 3 diversity investments. Jackson Square is an independent, privately owned investment manager specializing in long-only, growth-oriented equity strategies, with approximately $24 billion across Large-Cap Growth, Global Growth, SMID-Cap Growth, and Small-Cap Growth discretionary and non-discretionary assets under administration as of September 30, 2020. UNDERSTAND OUR OVERARCHING INVESTMENT PHILOSOPHY, Five concentrated strategies constructed with one philosophy and process, Investment philosophy values rigorous debate to get to the best ideas. The firm is led by Jeff … Reliable. The address is C/O SEI Trust Company, 1 Freedom Valley Drive, Oaks, Oaks, Pennsylvania, 19456, United States Jackson Square Ventures has … About Jackson Square Partners. Committed to concentrated, long-term investing with a … The largest investments include Microsoft Corp Com and … Opportunity is missed by most people because it is dressed in overalls and looks like work. Intrinsic business value growth, combined with a concentrated, long-term focus is at the core of our time-tested investment philosophy. In its long-term approach to investing, Jackson Square believes attractive returns can be realized by owning a concentrated portfolio of companies that have superior business models, strong cash flows and the opportunity to generate consistent growth of intrinsic business value over time. Based in San Francisco and named after historic Jackson Square, our firm's name reflects the team's origins over 20 years ago in the area of the city that survived the 1906 earthquake and fire. From time to time, AMG may use its website as a distribution channel of material Company information. “Throughout our multi-decade history as a team, we have believed strongly in the principles of independence and alignment through investing alongside clients. With the firm’s investment-centric culture and focus on concentrated strategies, Jackson Square has strong forward growth prospects. The Company offers portfolio management, financial planning, and investment advisory services. At JSV, all partners are former founders or tech executives, and we use our operational experience to support entrepreneurs in building lasting businesses. All Rights Reserved. Certain matters discussed in this press release may constitute forward-looking statements within the meaning of the federal securities laws, and could be impacted by a number of factors, including those described under the section entitled “Risk Factors” in our most recent Annual Report on Form 10-K, as such factors may be updated from time to time in our periodic filings with the SEC, which are accessible on the SEC's website at www.sec.gov. The average age of our aircraft. As a majority employee-owned boutique, Jackson Square caters to primarily institutional investors and consultants through our five growth strategies. As a majority employee-owned boutique, we believe that we can achieve superior returns by maintaining concentrated portfolios of companies that have advantaged business models, strong cash-flow generation characteristics, and are poised to generate consistent, long-term growth of intrinsic business value. 232 Aircraft. For more information, please visit the Company’s website at www.amg.com. Jackson Square Ventures has made 61 investments. “Having known the senior partners for over 15 years, AMG has developed a unique relationship with this team and closely followed the evolution of their business – and when the time was right for the firm to choose a permanent partner, the team chose AMG. Prior to the team’s nine-year tenure at Delaware Investments, half of the team was employed at Transamerica. No. The oldest fund launched was in 2000. We offer five growth strategies, with all portfolios constructed using the same investment philosophy and process. of Customers. As you start to accumulate gains, we may discuss hedging strategies with you. Jackson Square Partners Collective Investment Trust - SMID-CAP Growth CIT Fund is a legal entity registered with LEI implemented by Global Legal Entity Identifier Foundation (GLEIF). Jackson Square Ventures is a venture capital firm specializing in Series A financings for SaaS and marketplace startups in anti-hype industries. Kevin J. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Get Jackson Square SMID-Cap Growth Fund Institutional Class (JSMTX:NASDAQ) real-time stock quotes, news, price and financial information from CNBC. The San Francisco-based firm was founded in 2014. It involves investing in industries that may be overlooked by others or written off as uninteresting. Flexible. Jackson Square Partners, registered in 2014, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 11 advisors. We undertake no obligation to publicly update or review any forward-looking statements, whether as a result of new information, future developments or otherwise, except as required by applicable law. Jackson Square was founded in 2014 when the San Francisco-based growth Investment Team spun out of Delaware Investments. Investment Advisory Services offered through Jackson Square Capital LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC). Jackson Square Partners, LLC (“Jackson Square” or “the firm”) was incepted May 1, 2014 when the San Francisco-based growth Investment Team (“the team”) spun out of Delaware Investments. WEST PALM BEACH, Fla., Nov. 20, 2020 (GLOBE NEWSWIRE) -- Affiliated Managers Group, Inc. (NYSE: AMG) and the management team of Jackson Square Partners, LLC (“Jackson Square”) have purchased the minority equity interest in Jackson Square held by Macquarie Investment Management. companies like Docusign and Upwork; and high … In addition, AMG provides centralized assistance to its Affiliates on strategy, marketing, distribution, and product development. As of September 30, 2020, AMG’s aggregate assets under management were approximately $654 billion, across a broad range of active, return-oriented strategies. Brown became a member of Jackson Square Partners, at its inception in May 2014 as managing partner, responsible for representing the team and its philosophy and process to clients, and managing the firm’s business and operations-related areas. Jackson Square. For Australian investors, this website is intended to be accessed only by wholesale investors. Investment Opinions 6 min read. AMG’s partnership approach continues to attract outstanding boutique firms that wish to build an enduring franchise, preserve their independence, and leverage AMG’s distribution capabilities around the world. Jackson Square Media Relations: Victoria Odinotska(703) 685-9232. Information concerning each privately owned legal entity within the consortium, which trade collectively as 'Jackson-Stops' and their respective office locations can be found here. Registration as an investment adviser does not imply a certain level of skill or training. Fast. Jackson Square is an independent, privately owned investment manager specializing in long-only, growth-oriented equity strategies, with approximately $24 billion across Large-Cap Growth, Global Growth, SMID-Cap Growth, and Small-Cap Growth discretionary and non-discretionary assets under administration as of September 30, 2020. At close, Jackson Square Partners is expected to manage equity assets of approximately $24 billion for more than 60 clients. AMG’s strategy is to generate long‐term value by investing in leading independent active investment managers, through a proven partnership approach, and allocating resources across the Company's unique opportunity set to the areas of highest growth and return. 100.00% of all the mutual funds are no load funds. Our investment decisions are grounded in customer adoption and business fundamentals, combined with clear, well-understood technology and markets. With your custom portfolio in place, we act every day to continue to manage your wealth according to your unique goals and needs. Once you are set up with Jackson Square Capital, there is no ‘set it and forget it’ moment. © 2020 Jackson Square Partners. Prior to the team’s nine-year tenure at Delaware Investments, the majority of the team was employed at … 56 Customers in 29 Countries. Committed to concentrated, long-term investing with a focus on intrinsic business value growth, Jackson Square is based in San Francisco and serves a diversified set of institutional clients and consultants globally. Jackson Square Partners will continue to operate under its own name. The terms of the transaction were not disclosed. Jackson Square Funds Jackson Square is a company that sells mutual funds with $2,059M in assets under management. GAM Investments’ Julian Howard outlines his latest multi-asset views, discussing the equity market’s counter-intuitive positive performance in the pandemic year of 2020 and the navigating investors will have to do around near-term recovery and long-term stagnation. Jackson Square Partners 13F annual report Jackson Square Partners is an investment fund managing more than $15.8 billion ran by Sean Kreiger. Jackson Square is an independent, privately owned investment manager specializing in long-only, growth-oriented equity strategies, with approximately $24 billion across Large-Cap … Since the team formed in the late 1990s, we have remained a tight-knit group of passionate, thoughtful and inquisitive people. 7 min read. Their most recent investment was on Jun 23, 2020, when Mynd raised $42M. Please be aware that Jackson-Stops is a consortium made up of 24 companies with over 45 offices nationwide. © 2021 GlobeNewswire, Inc. All Rights Reserved. All your aircraft leasing needs solved by our experienced, international team. Jackson Square Partners, LLC operates as an investment management company. AMG’s innovative partnership approach allows each Affiliate’s management team to own significant equity in their firm while maintaining operational autonomy. There are currently 83 companies in Mr. Kreiger’s portfolio. About Jackson Square PartnersJackson Square Partners, LLC (“Jackson Square”) is an independent, majority employee-owned investment manager, specializing in long-only, growth-oriented equity investing, offering the following investment strategies: Large-Cap Growth, Global Growth, SMID-Cap Growth, and Small-Cap Growth. Jackson Square Partners, LLC is exempt from the requirement to hold an Australian financial services licence under the Corporations Act and is regulated by the Securities and Exchange Commission under USA laws, which differ from Australian laws. Information concerning each privately owned legal entity within the consortium, which trade collectively as 'Jackson-Stops' and their respective office locations can be found here. Jackson Square Partners We are a long-tenured, collaborative team of growth investors. This name represents our two long-held values of stability and resilience. Jackson Square Properties specializes in identifying superior investments for our owned portfolio. We hold AMG in the highest regard and have long viewed AMG as the partner of choice for independent firms like ours. About AMGAMG is a global asset management company with equity investments in leading boutique investment management firms. I am pleased to welcome Jeff and his partners to our Affiliate group, and we look forward to working with them on a range of strategic growth initiatives.”, “Given our longstanding relationship with AMG over the years, and its three-decade history of successful partnerships with independent investment firms, AMG is the ideal permanent strategic partner for Jackson Square,” said Jeffrey S. Van Harte, Chairman and Chief Investment Officer of Jackson Square. As principal investors in billion dollar . Based in San Francisco and named after historic Jackson Square, our firm's name reflects the team's origins over 20 years ago in the area of the city that survived the 1906 earthquake and fire. Jackson Square Ventures is a venture capital firm specializing in Series A and Seed investments in SaaS and Marketplace companies in anti-hype markets. Jackson Square is an independent, privately owned investment manager specializing in long-only, growth-oriented equity strategies, with approximately $24 billion across Large-Cap Growth, Global Growth, SMID-Cap Growth, and Small-Cap Growth discretionary and non-discretionary assets under administration as of September 30, 2020. Our Fleet. The average manager tenure for all managers at Jackson Square is 11.96 years. Jackson Square is an independent, privately owned investment manager specializing in long-only, growth-oriented equity strategies, with approximately $24 billion across Large-Cap … Performance and team-orientation is encouraged and rewarded. Following the transaction, the partners of Jackson Square will continue to own a significant majority of the equity of the business. Individuals. The preservation of our firm’s entrepreneurial culture of debate and collaboration is essential to our clients and team, and we are excited to work with AMG as we continue to grow the business and consistently deliver superior outcomes for clients.”. Their most recent diversity investment was on Feb 25, 2019, when Sideqik raised $5M. Jackson Square Aviation prides itself on its own customer base Meet Our Global Customers. The average expense ratio from all mutual funds is 1.02%. Responsible. The Legal Entity Identifier (LEI) is 549300416OWOI3KB4035. 4.0 Years. “We are very pleased to have the opportunity to partner with Jackson Square, as we have tremendous respect for the high-quality business built by an outstanding management team, led by Jeff Van Harte,” said Jay C. Horgen, President and Chief Executive Officer of AMG. Ventures We are Anti-Hype. Investment Culture Jackson Square Partners’ ("Jackson Square") culture is characterized and cultivated by a collaborative, flat, team-oriented structure where every individual has a voice that is valued by all firm members. We provide individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients’ wealth. Please be aware that Jackson-Stops is a consortium made up of 24 companies with over 45 offices nationwide. We manage six, long-only growth oriented strategies. Built with a team of experienced leaders and industry professionals we are solidly embedded within the multi-family sector. Jackson Square Partners manages $19.9 billion and provides investment advisory services for 50 clients (1:5 advisor/client ratio). The Anti-Hype Ethos is what makes Jackson Square Ventures different. WEST PALM BEACH, Fla., Nov. 20, 2020 (GLOBE NEWSWIRE) — Affiliated Managers Group, Inc. (NYSE: AMG) and the management team of Jackson Square Partners, LLC (“Jackson Square”) have purchased the minority equity interest in Jackson Square held by Macquarie Investment Management. Meet Our Team.