Jacobs Levy Equity Management Inc.

Overview

Jacobs Levy Equity Management Inc. is an independent, research-oriented quantitative equity manager based in Florham Park, New Jersey. The firm specializes in managing U.S. equity portfolios for institutional clients, including corporate pension plans, public retirement systems, and endowments/foundations. Their investment approach combines advanced statistical methods with fundamental analysis to identify market inefficiencies and construct portfolios aimed at outperforming traditional benchmarks. The firm's investment strategies encompass a wide range of styles, including value, growth, and market-neutral. They utilize a disciplined risk management process to control downside risk and enhance risk-adjusted returns. Jacobs Levy serves a diverse client base, including pension plans, endowments, foundations, and other institutional investors. Their team of experienced investment professionals conducts extensive research and analysis to generate alpha in their portfolios. As an independent and employee-owned firm, Jacobs Levy maintains a commitment to transparency, integrity, and client service. They strive to build long-term relationships with their clients and provide customized solutions that meet their specific investment objectives. The firm is also a signatory to the United Nations Principles for Responsible Investment, reflecting its commitment to responsible investing practices. Jacobs Levy Equity Management Inc. was founded in 1986 by Bruce I. Jacobs and Kenneth N. Levy. The firm has been recognized for its innovative approach to equity investing and has a longstanding reputation in the investment management industry. Their proprietary models and ongoing in-house research contribute to their ability to navigate complex market environments and deliver value to their clients. In addition to their investment activities, Jacobs Levy is active in supporting their communities—locally, nationally, and globally. Their philanthropic efforts include supporting various charitable and humanitarian organizations, such as the American Cancer Society, the American Heart Association, and the International Committee of the Red Cross. The firm also supports cultural institutions and educational initiatives, reflecting its commitment to social responsibility and community engagement.

Investment Focus

• Institutional investors
• Focus on U.S. equity portfolios