JACOBS ASSET Overview

Jacobs Asset Management Llc is a hedge fund that manages 1.1 BN dollars in regulatory AUM and has 11 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/05 to 09/30/16. The fund's latest filing disclosed 378MM in positions, representing 34% of the manager's regulatory AUM.

JACOBS ASSET StockAlpha

+12%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JACOBS ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BHLB 8.34% Financials 32.42% 1.04% 4 0%
AER 7.37% Industrials 15.59% 0.18% 0 8%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

JACOBS ASSET Founders and Key Employees

Name Title In Position Since
Seymour M. Jacobs Managing Member February-1995
Ryan M. Zacharia Chief Operating Officer July-2009
Thomas G. Jonovich Chief Financial Officer & Chief Compliance Officer February-2010

JACOBS ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro
Prime Broker Pro
Prime Broker Pro

JACOBS ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Hedge Fund

Investment Strategy and Methods of Analysis
The investment objective of the hedge fund is to achieve capital appreciation over a multi-year time horizon primarily through investments in equity securities that JAM believes are undervalued. We invest predominantly in U.S. publicly-traded securities of finance companies including banks, thrifts, brokers, asset managers, insurance, mortgage, specialty finance, REITs, homebuilders, financial technology, and other financial intermediaries.

The fund sells short stocks we believe are overvalued and uses other instruments to neutralize market risk so that the performance of the fund reflects our stock picking results rather than the fluctuations and trends of the broader stock market. The fund may take either long or short positions in both U.S. and foreign securities, hedge the portfolio through options or other instruments, ...
Get the Full Report

JACOBS ASSET Portfolio Concentration

JACOBS ASSET Location

11 EAST 26TH STREET
SUITE 1900
NEW YORK, New York
UNITED STATES, 10010-1412

JACOBS ASSET Contact Information

Phone Number: 212-271-5526
Fax Number: 212-271-5525
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B