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

Sep 12, 2019

Nationwide Hires Jacobs Levy for a New Account

by Kayla Provencher,, September 12, 2019: Nationwide has hired Jacobs Levy Equity Management to serve as a subadvisor for its NVIT Multi-Manager Small Cap Value fund. This is the second account Jacobs Levy is managing for Nationwide.

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Sep 01, 2019

Too Smart for Our Own Good

Journal of Economic Literature, September 2019: “Too Smart for Our Own Good explores the strategies and products behind financial crises, focusing on portfolio insurance in the 1980s, arbitrage strategies pursued by Long-Term Capital Management (LTCM) in the 1990s, and the mortgage-linked securities of the 2007-08 crisis. The book considers free-lunch products and highlights strategy characteristics that foster market fragility, effective regulatory reform, and warning signs.”

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.”

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Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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