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

Oct 09, 2023

Harvard Professor Wins Nobel Prize in Economics for Research on Women

by Palash Ghosh, Pensions & Investments, October 9, 2023: Claudia Goldin of Harvard was awarded the Nobel Prize in Economics “for collecting and interpreting two centuries of data that have revealed the factors that affect women’s opportunities in the labor market and contribute to gaps in pay that exist to this day,” Bruce Jacobs said... In tracing women’s earnings and workforce participation over such an extended period, Goldin’s research highlighted “the role of parenthood in explaining the pay gap between women and men, which remains at 10% to 20% in high-income countries, even as women have equaled and surpassed men’s educational levels,” Bruce added.

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Sep 25, 2023

Pete Kyle Wins 2023 Wharton-Jacobs Levy Prize for Trading Model

by Rob Kozlowski, Pensions & Investments, September 25, 2023: Albert S. “Pete” Kyle is the recipient of the 2023 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation for his research on market microstructure. The award recognizes Kyle for his 1985 paper, “Continuous Auctions and Insider Trading,”... which introduced a model of informed trading that has been widely adopted in academia as well as by traders. Erika James, Dean of the Wharton School, called Kyle’s paper “groundbreaking in that it substantially enhanced understanding of the functioning of financial markets for academic researchers and financial practitioners.”

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Aug 16, 2023

Japan's GPIF Lays Groundwork for More Active Management

by Douglas Appell, Pensions & Investments, August 16, 2023: Japan's Government Pension Investment Fund has awarded a mandate to Jacobs Levy Equity Management, selected through a process that used quantitative, data-driven screens of manager skill. As of March 2023, the account size was reported as $1.56 billion.

Memorial for Harry Markowitz
1927 – 2023

Bruce Jacobs Remarks
“Collaborating with Nobel laureate Harry M. Markowitz: A Remembrance”
Q Group Fall 2023 Seminar, Arizona
October 2, 2023

Listen to Bruce’s remarks
Read Bruce’s remarks

Tribute to Harry Markowitz

In honor of our friend and colleague, Harry Markowitz, here are Bruce’s remarks on the occasion of the 25th anniversary of Harry winning the Nobel Prize.

Bruce Jacobs Keynote
Harry M. Markowitz XXV Nobel Prize Celebration
UC San Diego
October 16, 2015
Bruce Jacobs Interview
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
Bruce Jacobs Interview
Portfolio Management Research
New York City
Interviewed February 2020
Released May 2020

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Security prices, technology, and prediction

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