Jacobs Levy Equity Management
@jlem.com
Jacobs Levy Equity Management focuses exclusively on managing equity portfolios for institutional clients. Building on the pioneering research of founders Bruce Jacobs and Ken Levy, the firm has developed a unique, multidimensional, dynamic approach to investing that combines human insight and intuition, finance and behavioral theory, leading-edge quantitative and statistical methods, and over 35 years of proprietary research. Jacobs Levy manages assets for a prestigious global roster of corporate defined benefit and defined contribution plans, public retirement and sovereign wealth funds, Taft-Hartley plans, endowments/foundations, and sub-advised funds, many of which are included in Pensions & Investments’ top 200 largest retirement funds. We are a signatory to the United Nations Principles for Responsible Investment. We are an Equal Opportunity Employer.
Jacobs Levy Equity Management's Company Logos


Jacobs Levy Equity Management's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#00529C
Endeavour
0, 82, 156
208, 100, 31
100, 47, 0, 39
#E9ECEF
Athens Gray
233, 236, 239
210, 16, 93
3, 1, 0, 6
#1F598C
Blumine
31, 89, 140
208, 64, 34
78, 36, 0, 45
About Jacobs Levy Equity Management
Jacobs Levy Equity Management is a brand that specializes in groundbreaking equity research and investment management. With over 35 years of experience, they have developed a unique investment philosophy based on extensive research and data analysis. Their philosophy is built upon the understanding that the U.
S. They believe that active investing can exploit market inefficiencies and generate excess returns. However, they go beyond simple rules such as buying low-P/E stocks or value stocks, recognizing that these strategies may not consistently provide superior returns.
To navigate the complexity of the market, Jacobs Levy uses a rich multidimensional model that considers a diverse range of securities and takes into account variations in relationships between returns and potential predictors. This approach allows them to detect and capitalize on potentially profitable investment opportunities, resulting in superior performance. Their unified approach to security analysis ensures that each stock is consistently valued relative to every other stock in their investment universe.
They prioritize disentangling various factors to identify true return-predictor relationships and extract pure returns that are less volatile and more predictable. To preserve the value of their insights, Jacobs Levy employs an integrated investment process that includes customized portfolio construction, careful trading, and performance attribution. This ensures that their research is effectively implemented, and the return potential is maximized while risks are controlled.
In summary, Jacobs Levy Equity Management combines rigorous research, data analysis, and a dynamic investment process to provide superior returns in the complex stock market landscape
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Finance
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