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
Latest News
| Jun 10, 2025 | Russell Investments Enters ETF Market with 5 Subadvised Funds | |
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by Tania Mitra, CityWire, June 10, 2025: Russell Investments’ US Small Cap Equity Active ETF includes Jacobs Levy Equity Management as one of the sub-advisers. |
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| May 12, 2025 | Jacobs Levy Ballroom Lobby: Naming Recognizes Leadership Benefactors | |
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Park Avenue Club Newsletter, June 2025: The Park Avenue Club in Florham Park, NJ, has named its ballroom lobby in recognition of a generous gift to the Park Avenue Foundation by Bruce Jacobs and Ken Levy. The new Jacobs Levy Ballroom Lobby... joins the Jacobs Levy Recognition Corridor-Main Lobby in tribute to the benefactors, who have used the club since 2001 for business meetings and the Jacobs Levy annual holiday party. “We are proud to support the Foundation’s mission and the important work of its member charitable organizations,” Jacobs said. read more +download PDF |
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| Mar 07, 2025 | Japan’s GPIF Updates Manager Hires for Fiscal Year | |
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by Douglas Appell, Pensions & Investments, March 7, 2025: Japan’s Government Pension Investment Fund has awarded Jacobs Levy Equity Management two additional mandates as of June 6, 2024. |
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https://www.youtube.com/embed/jvNFjepSgb4
Bruce Jacobs Keynote “Building on Finance Theory to Forge the Future of Investment Practice”
JPM 50th Anniversary Symposium
New York City
November 14, 2024
JPM 50th Anniversary Symposium
New York City
November 14, 2024
JPM 50th Anniversary Symposium
New York City
November 14, 2024
https://www.youtube.com/embed/Wl8CJhpv1aQ?si=WNwBj1nZrTPXIiuG
Bruce Jacobs Remarks “Collaborating with Harry Markowitz: A Remembrance”
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
https://www.youtube.com/embed/s0y-zzbczP8?si=tkhGsQrEVHgaNTmt
Bruce Jacobs Remarks “Harry Markowitz Celebration of Life”
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
https://www.youtube.com/embed/v_5_6lTUta4
Bruce Jacobs Interview
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
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