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

Feb 16, 2026

Bruce Jacobs Featured in a Video Introducing the MSQF Program at Wharton

The Wharton School, February 16, 2026: In a video from the Wharton School, Bruce Jacobs presents his vision for the Dr. Bruce I. Jacobs Master of Science in Quantitative Finance program, Wharton’s first new degree program in more than 50 years... “Quantitative finance is increasingly relevant given the advent of algorithms, big data, and artificial intelligence,” Jacobs says in explaining the motivation behind his generous gift to establish the program. The MSQF program will create a new pathway for aspiring quants to develop critical skills and explore opportunities in the asset management industry. The video also includes remarks by Wharton Dean Erika James; David Musto, faculty director of the MSQF program; and Maryellen Reilly, vice dean of graduate student affairs.

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Dec 08, 2025

Jacobs Levy Selected in Pensions & Investments’ Best Places to Work in 2025

by Esther Luz and Caryl Anne Francia, Pensions & Investments, December 8, 2025: Again for 2025, Jacobs Levy Equity Management has been recognized as a distinguished winner in Pensions & Investments’ Best Places to Work in Money Management, among firms with 50-99 employees. The award is based on employee surveys... The firm’s collegial culture, emphasis on innovative work, and the supportive environment from all levels drives our staff to focus on achieving the best for clients, and are a few of the reasons why Jacobs Levy was among this year’s winners.

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Nov 05, 2025

Bruce Jacobs Honored at Event Celebrating the Launch of the Dr. Bruce I. Jacobs Master of Science in Quantitative Finance Program at Wharton

The Wharton School, November 5, 2025: University of Pennsylvania President J. Larry Jameson and Wharton School Dean Erika James were among the dignitaries honoring Bruce Jacobs at an event marking the launch of the Dr. Bruce I. Jacobs Master of... Science in Quantitative Finance program at the Wharton School. Surrounded by family, friends, and colleagues from UPenn and Wharton, Jacobs reiterated his longstanding “commitment to ensuring that the Wharton School continues its leadership role in educating the quants of the future.” The MSQF program further expands the spectrum of quantitative finance programs established by Jacobs at Wharton, which includes the Dr. Bruce I. Jacobs Master of Science in Quantitative Finance Fellows, a quantitative finance major within the MBA program, the Dr. Bruce I. Jacobs Professorship in Quantitative Finance, the Dr. Bruce I. Jacobs Scholars in Quantitative Finance, and the Jacobs Levy Equity Management Center for Quantitative Financial Research and the Wharton-Jacobs Levy Prize for Quantitative Financial Innovation, established in 2011 with Ken Levy. The Jacobs Levy Center supports research by providing research grants, PhD fellowships, and research awards.

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Bruce Jacobs introduces the Dr. Bruce I. Jacobs Master of Science in Quantitative Finance Program at the Wharton School
February 2026
Bruce Jacobs Honored at Event Celebrating the Launch of the Dr. Bruce I. Jacobs Master of Science in Quantitative Finance Program at the Wharton School
November 5, 2025
Bruce Jacobs Keynote “Building on Finance Theory to Forge the Future of Investment Practice”
JPM 50th Anniversary Symposium
New York City
November 14, 2024
Bruce Jacobs Remarks “Collaborating with Harry Markowitz: A Remembrance”
JOIM Spring Conference UC San Diego
March 25, 2024
Bruce Jacobs Remarks “Harry Markowitz Celebration of Life”
JOIM Spring Conference UC San Diego
March 25, 2024
Bruce Jacobs Interview
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020

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