Overview
Jacobs Levy Equity Management, Inc. (the “Adviser” or “Jacobs Levy”), a New Jersey corporation, was
founded in September 1986. The Adviser registered as an investment adviser with the SEC in October
1986. Its principal place of business is in Florham Park, New Jersey. Bruce I. Jacobs and Kenneth N. Levy
are the owners of the Adviser.
Jacobs Levy’s core business activity is managing U.S. equity portfolios on a discretionary basis for its
clients, which include institutions with separately managed accounts, registered investment companies,
and pooled investment vehicles intended for sophisticated, institutional investors. Jacobs Levy also
provides model portfolios to certain clients and may accept other non-discretionary mandates. Jacobs Levy
manages both long equity and long-short equity portfolios. The Adviser provides advice only with respect
to U.S. equity portfolios.
Prior to accepting client assets in 1990, principals Bruce Jacobs and Ken Levy (the “Principals”) devoted
over three years to researching numerous inefficiencies in the U.S. stock market and developing the
Adviser’s proprietary approach to managing U.S. equity portfolios. They have now devoted over 35 years
to this research.
The cornerstone of their approach
is a proprietary process known as “disentangling.” Disentangling
examines numerous market inefficiencies in a multifactor framework and seeks to identify “pure” return
effects of each factor. The Adviser uses a multidimensional and dynamic approach to investing that
combines human insight and intuition, finance and behavioral theory, and quantitative and statistical
methods. The objective of the Adviser’s investment process is to achieve outperformance relative to
underlying benchmarks or to achieve absolute returns through exposures to many different potential market
opportunities at the same time.
Jacobs Levy provides advice to client accounts based on specific investment objectives and strategies. To
the extent consistent with its investment processes, the Adviser will generally tailor advisory services to the
individual needs of clients by customizing the investment guidelines of their portfolios, including restricting
investment in certain securities or certain types of securities upon request.
As of December 31, 2023, Jacobs Levy had approximately $20,082,579,020 assets under management.
As of that date, the Adviser managed approximately $20,082,579,020 on a discretionary basis and $0 on a
non-discretionary basis.