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

The Financial System Red in Tooth and Claw: 75 Years of Co-Evolving Markets and Technology: A Correction

by Bruce I. Jacobs and Kenneth N. Levy, Financial Analysts Journal, Fourth Quarter 2025: In their Letter to the Editor, Bruce Jacobs and Ken Levy discuss the methodological problems of Andrew Lo’s 2021 Financial Analysts Journal (FAJ) article, “The Financial System Red in Tooth and Claw: 75 Years of Co-Evolving Markets and Technology,”... as well as flaws in the database upon which Lo’s article was based. Jacobs and Levy detail their efforts to create a comprehensive database of FAJ contributions and describe the rigorous methodology that guided the ranking of the top contributors and most frequent words in FAJ titles over its first 80 years.

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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 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

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.