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Rating:Jackson Square Joins the Mutual Fund Biz Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, October 18, 2016

Jackson Square Joins the Mutual Fund Biz

Reported by Ashley McHugh-Chiappone

Jackson Square Partners (JSP), founded in 2014 in sunny San Francisco, just entered the mutual fund business. JSP has recently launched a suite of five mutual funds, more commonly known as the Jackson Square Funds. The funds include the Jackson Square All-Cap Growth Fund, the Jackson Square Global Growth Fund, the Jackson Square Large-Cap Growth Fund, the Jackson Square Select 20 Growth Fund, and the Jackson Square SMID-Cap Growth Fund.

Jeff VanHarte
Jackson Square Partners, LLC.
Chairman, Chief Investment Officer
"These funds provide institutional clients and intermediaries with more flexibility and a broader menu of options to access Jackson Square’s strategies," Jeff Van Harte, chairman and chief investment officer states.

JSP executives did not immediately return calls for comment.

JSP describes itself as "an independent, privately-owned investment manager, which specializes in long-only, growth-oriented public equity strategies." JSP evolved from a close knit group of individuals that collaborated for close to 15 years, first at Transamerica, then at Delaware Investments.

Quasar Distributors, LLC serves as a distributor for the funds. U.S. Bancorp Fund Services, LLC serves as a transfer agent for the funds. U.S. Bank N.A. serves as a custodian for the funds. Bernstein, Shur, Sawyer & Nelson, P.A. serves as legal counsel to the funds. Cohen & Co. serves as auditor to the funds.

As of June 30, 2016, JSP manages approximately $23.1 billion in discretionary assets.  

Correction: An earlier version of this article misidentified Jackson Square's fund auditor. The auditor is Cohen & Co.

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