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 09/30/16. The fund's latest filing disclosed 6BN in positions, representing 59% of the manager's regulatory AUM.

JACOBS LEVY EQUITY StockAlpha

+1%
Top 25%
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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 LEVY EQUITY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GOOG 2.47% Tech -3.45% -0.03% 0 34%
AAPL 2.02% Tech -2.29% 0% 0 42%
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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...
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JACOBS LEVY EQUITY Portfolio Concentration

JACOBS LEVY EQUITY Location

100 CAMPUS DRIVE
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:

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