Pioneering Investment Research

Bruce Jacobs and Ken Levy pioneered the “disentangling” of numerous factors that influence stock returns

Proprietary Approach

Ongoing in-house research creates proprietary models 


Our multidimensional process combines human insight, finance, and behavioral theory with the latest quantitative and statistical methods


Our dynamic, forward-looking approach pursues opportunities in changing market environments

Committed to innovative equity research

As the pioneer of the “disentangling” process that helped revolutionize equity investing, we manage equity strategies for a prestigious global roster of institutional clients.

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Latest News

Aug 22, 2017

Jacobs, Levy, and Markowitz on Portfolios

by Christopher Faille, AllAboutAlpha, August 22, 2017: The author reviews the “new and considerably thickened edition of Jacobs and Levy’s classic collection of articles,” Equity Management: The Art and Science of Modern Quantitative Investing, with a Foreword by Harry Markowitz.

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May 29, 2017

The Largest Managers of Low-Volatility Equity Strategies

Pensions & Investments, May 29, 2017: Jacobs Levy ranks 15th among managers of U.S. institutional tax-exempt low-volatility equity strategies.

Mar 06, 2017

Stephen A. Ross, Father of Arbitrage Pricing Theory, Dies at 73

by Rob Kozlowski, Pensions & Investments, March 6, 2017: Ross “was a brilliant theorist and sought-after adviser who never lost sight of the need for practical solutions to real problems,” said Bruce Jacobs. “Over four decades, he produced a number of influential theories and models that have become integral to finance as it operates today.”

Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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