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

Jan 09, 2019

UBS Hires Jacobs Levy

StreetInsider.com, January 9, 2019: UBS Asset Management has appointed Jacobs Levy Equity Management to serve as a subadvisor for its small/medium company growth fund.

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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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Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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