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 

Multidimensional

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

Dynamic

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.

learn more

Latest News

May 21, 2019

UC Berkeley Haas School’s Mark E. Rubinstein Dies at 74

by Rob Kozlowski, Pensions & Investments, May 21, 2019: Bruce Jacobs is quoted at length, crediting Rubinstein with “significant contributions to the theory and practice of quantitative finance,” notably in his work with John Cox and Stephen Ross on the binomial option pricing model. Jacobs also said he owed a debt to Rubinstein for... “piquing my own interest in market stability and, in particular, the interaction of financial innovations (such as portfolio insurance) and market prices.”

read more +
May 21, 2019

Too Smart for Our Own Good by Bruce Jacobs – Best Free Audiobook Summary

by Audiobook Master, YouTube, May 21, 2019: The Audiobook Master YouTube channel summarizes Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes, focusing on three insights: how three recent financial crises reveal what’s wrong in finance and investing; what delusions and errors in judgment the investors in these schemes shared; and why “free-lunch” investing strategies often lead to financial disruption. Included in the YouTube post are excerpts of readers’ reviews from the book’s page on Amazon.

view video
Apr 22, 2019

Too Smart for Our Own Good

Book Review by getAbstract, April 22, 2019: “Bruce Jacobs offers some hard-hitting wisdom gleaned from his detailed knowledge and experience in market investing. Fund managers and investors of all types will find value in his exploration of the common causes of financial calamities.” getAbstract rates the book a 9 (out of 10) in Importance.

view article

Concepts that form the foundation of our approach

learn more about our philosophy

Security prices, technology, and prediction

learn more about navigating a complex market