Bringing you live news and features since 2006 

Jeff Van Harte, Jackson Square Partners

Jackson Square launches five mutual funds

RELATED TOPICS​

Jackson Square Partners is making each of its five investment strategies available in a mutual fund structure with the launch of the Jackson Square Partners Funds.

The funds include the Jackson Square Large-Cap Growth, Global Growth, SMID-Cap Growth, Select 20 Growth and All-Cap Growth Funds.
 
“The vast majority of our clients are institutions and these funds provide institutional clients and intermediaries with more flexibility and a broader menu of options to access Jackson Square’s strategies. The funds’ daily net asset value and lower investment minimums than a traditional separate account make the strategies accessible to a wider range of institutional clients,” says chairman and chief investment officer Jeff Van Harte (pictured).
 
Jackson Square is an independent, privately-owned investment manager, which specialises in long-only, growth-oriented public equity strategies and managing approximately USD23.1 billion in discretionary assets under management as of 30 June 2016. It was founded on 1 May 2014 when the San Francisco-based team spun out of Delaware Investments. Prior to its nine-year tenure at Delaware Investments, the majority of the team was employed at Transamerica.
 
The funds have been launched in conjunction with the reorganisation of three Delaware Investments funds previously sub-advised by Jackson Square. As a result, certain shares of Jackson Square Large-Cap Growth, Focus SMID-Cap Growth and Select 20 Funds have track records over a decade long and USD350 million in combined assets.
 
The funds are available in a Series Trust structure and much of their administrative support has been outsourced to US Bancorp Fund Services, with Jackson Square maintaining core relationship management responsibilities. Jackson Square anticipates that the funds may be available on major brokerage platforms such as Fidelity, Pershing and Schwab.
 
"We are comfortable launching our funds into a tough market for active managers because our team believes that there is a place for fundamental company analysis and concentrated investing, and such strategies should, over the long term, continue to add value for our clients,” says Van Harte.
 

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by