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.

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Latest News

Dec 12, 2018

Jacobs, Too Smart for Our Own Good

by Brenda Jubin, Reading the Markets, December 12, 2018: In her review of Bruce Jacobs’s book, Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes, Jubin notes that Jacobs “recognizes that the crash-inducing strategies and products of the future will be different from those that... caused problems in the past. He remains convinced, however, that they will share the same fundamental characteristics. Forewarned is forearmed.”

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Nov 27, 2018

Steamrollers, Geniuses and Market Crashes

by Christopher Faille, AllAboutAlpha, November 28, 2018: This review of Bruce Jacobs’s new book, Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes, notes that “Jacobs’ book is a thoughtful review of the incidents it covers, making vivid some matters which have faded a bit in history, and giving context to matters that remain all too vivid.”

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Oct 08, 2018

Professors Get Nobel Award for Climate Change Analysis in Economics

by James Comtois, Pensions & Investments, October 8, 2018: In regard to the works of William D. Nordhaus and Paul M. Romer, the 2018 Nobel laureates, Bruce Jacobs notes that: “Investors obviously have an interest in sustainable economic growth, as it underpins the robustness of the stock market. Romer’s work may enable them to discern the effects of policy choices on idea innovation, which can provide an edge in investment decision-making, while Nordhaus’ work holds obvious appeal for socially responsible investors.”

Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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