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 26, 2025 | Pa. Muni Hires New Large-Cap Growth Mgr. | |
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fin|daily, June 26, 2025: Jacobs Levy Equity Management has been hired to manage a large cap growth mandate for Pennsylvania Municipal Retirement System. |
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| 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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| Jun 04, 2025 | Russell Gatekeepers Shake Up Subadvisors on 4 Funds with Combined $12bn | |
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by William Johnson, CityWire, June 4, 2025: Jacobs Levy Equity Management has been added as a subadvisor to the Russell Tax-Managed US Large Cap fund. |
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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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