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
Latest News
| Jul 01, 2025 | Collaborating with Harry Markowitz: A Remembrance | |
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by Bruce I. Jacobs, Journal of Investment Management, July 2025: Bruce Jacobs recounts his personal and professional relationship with the late Nobel laureate Harry Markowitz, which spanned more than 30 years, in this article featured in the Second Quarter issue of the Journal of Investment Management (JOIM)... The article includes remarks Jacobs delivered at the 2024 Spring JOIM Conference honoring Markowitz at the Rady School of Management at the University of California, San Diego, as well as a discussion between Jacobs and Nobel laureate Myron Scholes that followed Jacobs’s presentation. read more +download PDF |
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| Jun 26, 2025 | Pa. Muni Hires New Large-Cap Growth Mgr. | |
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fin|daily, June 26, 2025: Jacobs Levy Equity Management has been hired to manage a large cap growth mandate for Pennsylvania Municipal Retirement System. |
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| Jun 10, 2025 | Russell Investments Enters ETF Market with 5 Subadvised Funds | |
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by Tania Mitra, CityWire, June 10, 2025: Russell Investments’ US Small Cap Equity Active ETF includes Jacobs Levy Equity Management as one of the sub-advisers. |
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https://www.youtube.com/embed/jvNFjepSgb4
Bruce Jacobs Keynote “Building on Finance Theory to Forge the Future of Investment Practice”
JPM 50th Anniversary Symposium
New York City
November 14, 2024
JPM 50th Anniversary Symposium
New York City
November 14, 2024
JPM 50th Anniversary Symposium
New York City
November 14, 2024
https://www.youtube.com/embed/Wl8CJhpv1aQ?si=WNwBj1nZrTPXIiuG
Bruce Jacobs Remarks “Collaborating with Harry Markowitz: A Remembrance”
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
https://www.youtube.com/embed/s0y-zzbczP8?si=tkhGsQrEVHgaNTmt
Bruce Jacobs Remarks “Harry Markowitz Celebration of Life”
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
JOIM Spring Conference UC San Diego
March 25, 2024
https://www.youtube.com/embed/v_5_6lTUta4
Bruce Jacobs Interview
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
"Jacobs Levy: The Art and Science of Investing"
Davos 2020, TBD Media
January 2020
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