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

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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Apr 22, 2019

Too Smart for Our Own Good

Book Review by getAbstract, April 22, 2019: “Bruce Jacobs offers some hard-hitting wisdom gleaned from his detailed knowledge and experience in market investing. Fund managers and investors of all types will find value in his exploration of the common causes of financial calamities.” getAbstract rates the book a 9 (out of 10) in Importance.

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Feb 25, 2019

A Decade Later, What We Still Have to Learn About Market Crises

by Bruce I. Jacobs, McGraw-Hill Business Blog, February 25, 2019: Many of the underlying causes of the 2007-2008 financial crises have destabilized markets in the past and could do so in the future, Jacobs said in an article highlighting the thesis of his new book, Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes... The common threads running through these crises are products and strategies that claim to make investing safer, but have the potential to interact in damaging ways with investor psychology. Despite their purported safety, such products and strategies have actually increased risk by creating conditions that give rise to financial storms.

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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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