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 21, 2019

Jack Bogle Remembered for Imprint on Investing

by Danielle Walker, Pensions & Investments, January 21, 2019: Bogle, a lifelong advocate of index investing was “no fan of the offshoots,” noted Bruce Jacobs. Bogle believed that exchange-traded funds “encouraged speculation,” and that smart beta funds were “‘stupid’ and not true index funds.” Jacobs added that Bogle... “never wavered from his single-minded focus on the mathematics of index funds, which he said could be calculated by a second grader: gross return minus costs equals an investor's return. Anything that increased cost or obscured the simplicity of that formula drew his enmity.”

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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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Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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