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, 2017

Richard Thaler, Famed for ‘Nudge' Theory, Wins Nobel Economics Prize

by Rob Kozlowski, Pensions & Investments, October 9, 2017: Bruce Jacobs notes in this article that Thaler, one of the founders of behavioral finance, “documents the many shortcuts humans take when confronted with more information than can be processed quickly. These shortcuts can explain why... stock prices reflect investor fads and herd instincts rather than cool calculation, leading to phenomena such as momentum bubbles and subsequent crashes.” Additionally, Bruce comments “models that assume investors act rationally can be blindsided by irrational markets because they fail to account for investor biases.”

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Aug 22, 2017

Jacobs, Levy, and Markowitz on Portfolios

by Christopher Faille, AllAboutAlpha, August 22, 2017: The author reviews the “new and considerably thickened edition of Jacobs and Levy’s classic collection of articles,” Equity Management: The Art and Science of Modern Quantitative Investing, with a Foreword by Harry Markowitz.

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May 29, 2017

The Largest Managers of Low-Volatility Equity Strategies

Pensions & Investments, May 29, 2017: Jacobs Levy ranks 15th among managers of U.S. institutional tax-exempt low-volatility equity strategies.

Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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