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

Feb 03, 2023

5 Experts Win Bernstein Fabozzi/Jacobs Levy Award for Paper on Market Impact Costs of Trading

by Rob Kozlowski, Pensions & Investments, February 3, 2023: Subscribers to the Journal of Portfolio Management voted “Quantifying Long-Term Market Impact,” by Campbell R. Harvey, Anthony Ledford, Emidio Sciulli, Philipp Ustinov, and Stefan Zohren, as the Best Article in the 24th Annual Bernstein Fabozzi/Jacobs Levy Awards... The article discusses the importance of considering market impact costs when assessing strategy performance and offers a simple method for analyzing more complex trades where there is autocorrelation in the orders. Bruce Jacobs, principal and co-founder of Jacobs Levy Equity Management, notes that “despite the rise in computer-assisted, high-turnover strategies, most academic research papers continue to ignore the market-impact costs of trading. The authors of this paper provide a welcome focus on the issue, as well as a useful method for measuring long-term impact costs.”

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Jan 31, 2023

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Business Wire, January 31, 2023: Russell Investments’ Tax-Managed US Equity Pool includes Jacobs Levy Equity Management as one of the U.S. equity sub-advisers.

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Jan 11, 2023

Japan’s GPIF Reveals Active Foreign Equities Manager Lineup

by Natalie Koh and Douglas Appell, Pensions & Investments, January 11, 2023: Japan’s Government Pension Investment Fund has awarded Jacobs Levy Equity Management a mandate.

Bruce Jacobs Interview
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
Bruce Jacobs Interview
Portfolio Management Research
New York City
Interviewed February 2020
Released May 2020

Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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We are a signatory to the United Nations Principles for Responsible Investment.