Jacobs Asset Management
Overview
Jacobs Asset Management (JAM) is a New York-based investment firm specializing in the financial services sector. Founded in 1995, JAM manages a long/short equity hedge fund that primarily invests in U.S. financial stocks, aiming to generate maximum appreciation through a hedged portfolio of predominantly equity securities. Additionally, since 2006, JAM has raised nearly $250 million across three closed JAM Special Opportunities Funds, which provided growth capital and partial shareholder liquidity to growing financial services companies. These funds are now closed and not accepting new investors. JAM's investment strategy focuses on identifying and investing in financial services companies that offer long-term, high-return opportunities. The firm employs a proprietary, bottom-up investment approach, conducting primary research, engaging with company management, consulting industry experts, and utilizing third-party research to uncover appealing risk-reward opportunities. This comprehensive strategy enables JAM to build a diversified portfolio within the financial services industry. With a team averaging over 25 years of experience, JAM's portfolio managers bring extensive expertise to the firm. Their collective knowledge and experience are instrumental in managing current portfolios and sourcing new investment ideas, reflecting the firm's commitment to delivering value to its investors through strategic investments in the financial services sector.
Investment Focus
- Financial Services Companies
- Growth Capital
- Partial Shareholder Liquidity
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Unlock full contacts →Frequently asked questions about Jacobs Asset Management
What sectors does Jacobs Asset Management invest in?
Jacobs Asset Management invests in Financial Services, and is based in New York, New York, United States. Jacobs Asset Management is listed as a hedge fund in the ConnectSafely investor database.
What stage does Jacobs Asset Management invest at?
Jacobs Asset Management backs companies at Growth and Late Stage.
Which regions does Jacobs Asset Management invest in?
Jacobs Asset Management invests across United States.
Who are the partners at Jacobs Asset Management?
Team members listed for Jacobs Asset Management include Thomas Jonovich (CFO, CCO) and Sy Jacobs (Managing Partner).
How do I contact Jacobs Asset Management?
Jacobs Asset Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database