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

Oct 08, 2018

Professors Get Nobel Award for Climate Change Analysis in Economics

by James Comtois, Pensions & Investments, October 8, 2018: In regard to the works of William D. Nordhaus and Paul M. Romer, the 2018 Nobel laureates, Bruce Jacobs notes that: “Investors obviously have an interest in sustainable economic growth, as it underpins the robustness of the stock market. Romer’s work may enable them to discern the effects of policy choices on idea innovation, which can provide an edge in investment decision-making, while Nordhaus’ work holds obvious appeal for socially responsible investors.”

Sep 25, 2018

What Causes Financial Crises?

Knowledge@Wharton, September 25, 2018: A panel at the Jacobs Levy Equity Management Center for Quantitative Financial Research Annual Conference, held in New York City in September, discussed the credit crisis of 2007-2008 and precursors. In a discussion titled “Financial Markets, Volatility, and Crises: A Decade Later,” Bruce Jacobs, a panelist, noted that... one common characteristic of recent crises was the presence of “strategies that promise to make investing safer.” Jacobs warned that products that offer a high reward and the expectation of lower risk, which he referred to as the “illusion of safety,” often result in crowded trades that can disrupt markets.

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Sep 18, 2018

GuideStone Hires Jacobs Levy

by Andrew Jones, CityWire.com, September 18, 2018: GuideStone Funds, the nation’s largest Christian-screened mutual fund family, has hired Jacobs Levy Equity Management as a subadvisor for its small-cap equity fund.

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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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