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 10, 2022

Bernanke, 2 Economics Professors Share Nobel Prize for Studies of Financial Crises

by Rob Kozlowski, Pensions & Investments, October 10, 2022: Former Federal Reserve Chair Ben S. Bernanke and economics professors Douglas W. Diamond and Philip H. Dybvig were recognized for “the scientific underpinnings of banks’ critical role as financial intermediaries and the catastrophic consequences to society when they fail,” said Bruce Jacobs... “The insights of all three laureates played a prominent role in banking legislation that emerged after the 2008-09 crisis.” These new regulations “improved the resilience of the banking system and allowed it to avoid a major calamity during the pandemic, although it did leave behind an inflation problem,” adding that their insights helped “ensure that recent crises, including the economic disarray caused by the pandemic in 2020, did not turn into long-term economic depressions.”  

 

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Sep 13, 2022

2 Win Wharton-Jacobs Levy Prize for Paper on Momentum Investing

by Rob Kozlowski, Pensions & Investments, September 13, 2022: Pensions & Investments covered the awarding of the 2021 Wharton-Jacobs Levy Prize for Quantitative Financial Innovation to Narasimhan Jegadeesh and Sheridan Titman for their research on momentum investing. Bruce Jacobs, Chair of the Prize Selection Committee,... recognized that Jegadeesh and Titman’s paper represented a significant advancement for the investment industry in providing strong evidence against the efficient market hypothesis. “They documented a factor of considerable strength and robustness that could be harnessed by skilled practitioners for the benefit of investors,” Bruce said.

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Jun 28, 2022

Columbia Threadneedle Hires Jacobs Levy to a Multi-Manager Fund

by Nicole Piper, CityWire.com, June 28, 2022: Columbia Threadneedle has added Jacobs Levy Equity Management as a subadvisor to the Columbia Multi-Manager Small Cap Equity strategy.

Bruce Jacobs Interview
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
Bruce Jacobs Interview
Portfolio Management Research
New York City
Interviewed February 2020
Released May 2020

Concepts that form the foundation of our approach

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Security prices, technology, and prediction

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We are a signatory to the United Nations Principles for Responsible Investment.