JACOBS LEVY EQUITY Overview
Jacobs Levy Equity Management Inc is an investment advisor that manages 9.5 BN dollars in regulatory AUM and has 54 employees, of which 27 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 10BN in positions, representing 107% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/19. The fund's latest filing disclosed 10BN in positions, representing 107% of the manager's regulatory AUM.
JACOBS LEVY EQUITY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JACOBS LEVY EQUITY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 3.08% | Tech | 0.28% | 0.39% | 0 | 39% | ||
| GOOG | 2.73% | Tech | -13.03% | -0.04% | 0 | 32% | ||
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FEATURED IN
JACOBS LEVY EQUITY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bruce I. Jacobs | President | September-1986 |
| Kenneth N. Levy | Vice President | September-1986 |
| Leo A. Dalton | Chief Financial Officer | January-2010 |
| Laura M. Devito | General Counsel/Chief Compliance Officer | February-2013 |
JACOBS LEVY EQUITY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
JACOBS LEVY EQUITY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Jacobs Levy’s stock selection process entails modeling of a large number of stocks and proprietary factors. The Adviser uses internally scrubbed data for a broad universe of about 3000 U.S. equities. Modeling across a wide range of stocks and a variety of factors results in a multidimensional security selection process that the Adviser believes offers breadth of inquiry and depth of analysis. The Adviser’s strategies may use leverage (e.g., 130-30 long-short), limited to levels determined in advance in consultation with the client.
The Adviser employs an investment process that combines finance and behavioral theory, quantitative and statistical methods, and human insight and judgment. The Adviser’s models are based on reasonable, intuitive relationships between stock prices and both fundamental and behavioral factors. Proprietary model building uses the Principals’ disentangling tech...
Unlock Full Investment Process Description
Jacobs Levy’s stock selection process entails modeling of a large number of stocks and proprietary factors. The Adviser uses internally scrubbed data for a broad universe of about 3000 U.S. equities. Modeling across a wide range of stocks and a variety of factors results in a multidimensional security selection process that the Adviser believes offers breadth of inquiry and depth of analysis. The Adviser’s strategies may use leverage (e.g., 130-30 long-short), limited to levels determined in advance in consultation with the client.
The Adviser employs an investment process that combines finance and behavioral theory, quantitative and statistical methods, and human insight and judgment. The Adviser’s models are based on reasonable, intuitive relationships between stock prices and both fundamental and behavioral factors. Proprietary model building uses the Principals’ disentangling tech...
Unlock Full Investment Process Description
JACOBS LEVY EQUITY Portfolio Concentration
JACOBS LEVY EQUITY Location
100 CAMPUS DRIVE
2ND FLOOR WEST
FLORHAM PARK, New Jersey
UNITED STATES, 07932-0650
2ND FLOOR WEST
FLORHAM PARK, New Jersey
UNITED STATES, 07932-0650
JACOBS LEVY EQUITY Contact Information
Phone Number: 973-410-9222
Fax Number: 973-410-9333
Website: http://www.jacobslevy.com
Fax Number: 973-410-9333
Website: http://www.jacobslevy.com
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