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

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.

Mar 06, 2017

Stephen A. Ross, Father of Arbitrage Pricing Theory, Dies at 73

by Rob Kozlowski, Pensions & Investments, March 6, 2017: Ross “was a brilliant theorist and sought-after adviser who never lost sight of the need for practical solutions to real problems,” said Bruce Jacobs. “Over four decades, he produced a number of influential theories and models that have become integral to finance as it operates today.”

Jan 01, 2017

18th Annual Bernstein Fabozzi/Jacobs Levy Awards

Journal of Portfolio Management, Winter 2017: "What Is an Index?" by Andrew W. Lo was voted best article of 2016 by Journal of Portfolio Management subscribers. Lo "dug deeply into what, on its surface, appeared to be a simple, commonplace financial product, and he found a host of cutting edge issues that deserve our attention,”... said Bruce Jacobs, principal and co-founder of Jacobs Levy Equity Management.

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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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