JACKSON SQUARE Overview

Jackson Square Partners Llc is an investment advisor that manages 27.8 BN dollars in regulatory AUM and has 19 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/14 to 09/30/16. The fund's latest filing disclosed 26BN in positions, representing 93% of the manager's regulatory AUM.

JACKSON SQUARE StockAlpha

-4.8%
Top 25%
2.5yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JACKSON SQUARE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PYPL 4.75% Tech -3.22% -0.23% 3 17%
V 4.73% Tech -4.1% -0.28% 1 26%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

JACKSON SQUARE Founders and Key Employees

Name Title In Position Since
Jeffrey S. Van Harte Chairman And Cio December-2013
Van Tran Chief Financial Officer December-2013
Jason M. Ewasko Chief Compliance Officer June-2014

JACKSON SQUARE Brokers, Custodians, Auditors and Administrators

Type Company

JACKSON SQUARE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss Methods of Analysis and Investment Strategies

The Adviser seeks to add value primarily through securities selection. The Adviser applies a rigorous fundamental research process to identify common stocks of companies that it believes have long-term capital appreciation potential and are expected to grow faster than the local economy. Generally, securities are selected on the basis of their potential for long-term capital growth.

Using a bottom-up approach, the portfolio managers seek to select securities they believe have large end- market potential or dominance of a profitable niche market, superior business models, and strong free cash flow generation that are attractively priced compared to the intrinsic value of the securities. They also consider a company's operational efficiencies, management's plans for capital allocation, and the
company's shareholder orientation. Holdings generally will be sold fo...
Unlock Full Investment Process Description

JACKSON SQUARE Portfolio Concentration

JACKSON SQUARE Location

101 CALIFORNIA STREET
SUITE 3750
SAN FRANCISCO, California
UNITED STATES, 94111

JACKSON SQUARE Contact Information

Phone Number: 415 635-0201
Fax Number: 415-723-7573
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A