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Jacobs Levy Equity Management Inc
Bruce I. Jacobs · Asset Manager · Quant/Systematic
Jacobs Levy Equity Management Inc. is a Florham Park, New Jersey-based investment firm specializing in quantitative equity strategies for institutional clients. Founded in 1986 by Dr. Bruce I. Jacobs and Kenneth N. Levy, the firm spent its initial years in intensive research before launching its first portfolios in 1990. Known for pioneering the "disentangling" process, the firm utilizes a multidimensional approach to isolate and exploit market inefficiencies by analyzing numerous proprietary factors simultaneously. Their strategies range from long equity and defensive equity to 130-30 and market-neutral long-short portfolios. With a strong foundation in both finance and behavioral theory, the firm maintains significant ties to academic research through the Jacobs Levy Center at the Wharton School.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +27.8% |
| YTD return | +22.4% |
| Sharpe ratio | 3.61 |
| Win rate | 65% |
| AUM | $11.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $11.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jacobslevy.com/ |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 18.6% | +19.8% |
| GOOGL | Alphabet Inc Class A | 12.2% | +16.3% |
| AAPL | Apple Inc | 10.6% | +32.2% |
| MSFT | Microsoft Corporation | 7.9% | -3.2% |
| MU | Micron Technology Inc | 6.0% | +13.8% |
| BKNG | Booking Holdings Inc | 3.9% | -18.5% |
| AMZN | Amazon.com Inc | 3.8% | +11.3% |
| CRWD | Crowdstrike Holdings Inc | 3.7% | +14.5% |
| FTNT | Fortinet Inc | 3.7% | +24.3% |
| TGT | Target Corporation | 3.4% | +61.4% |
| BNY | BlackRock New York Municipal Income Trust | 3.3% | +5.7% |
| VLO | Valero Energy Corporation | 3.1% | +19.2% |
| KLAC | KLA-Tencor Corporation | 2.9% | +7.3% |
| IBKR | Interactive Brokers Group Inc | 2.9% | +29.2% |
| GM | General Motors Company | 2.8% | +28.1% |
| VRSN | VeriSign Inc | 2.4% | +5.0% |
| EW | Edwards Lifesciences Corp | 2.3% | +14.9% |
| PSX | Phillips 66 | 2.2% | +5.6% |
| FIX | Comfort Systems USA Inc | 2.1% | +7.0% |
| CNC | Centene Corp | 2.1% | -5.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | AVGO | 2.0% → 0.0% |
| Sep 7, 2026 | SELL | VRSN | 2.5% → 2.4% |
| Sep 7, 2026 | BUY | MU | 5.5% → 6.0% |
| Sep 7, 2026 | BUY | VLO | 2.9% → 3.1% |
| Sep 7, 2026 | SELL | BKNG | 4.2% → 3.9% |
Investment Style Analysis
Jacobs Levy Equity Management Inc is widely recognized for employing a Quant/Systematic strategy. As of Sep 22, 2026, the firm oversees approximately $11.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Jacobs Levy Equity Management Inc made a significant move by reducing the position in AVGO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is built on the belief that the stock market is a complex system where price behavior is not entirely efficient. They employ a proprietary "disentangling" methodology designed to identify pure returns by evaluating many proprietary factors simultaneously and stripping away the "noise" of overlapping influences. This multidimensional security selection process combines quantitative and statistical methods with human insight and behavioral finance theory. By utilizing sophisticated modeling and integrated optimization, the firm constructs portfolios aimed at outperforming benchmarks or delivering absolute returns while maintaining rigorous risk management.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Jacobs Levy Equity Management Inc.
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Frequently asked questions
How is the simulated portfolio for Jacobs Levy Equity Management Inc constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Jacobs Levy Equity Management Inc's largest holding?
As of the latest filing, Jacobs Levy Equity Management Inc's top position is NVIDIA Corporation (NVDA), representing 18.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Jacobs Levy Equity Management Inc's historical performance and risk profile?
Our simulation indicates a total return of +27.8% with a win rate of 65%. Notably, the portfolio maintains a Sharpe Ratio of 3.61, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Jacobs Levy Equity Management Inc primarily invest in?
Jacobs Levy Equity Management Inc has a strong preference for the Semiconductors sector, which makes up 24.6% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Jacobs Levy Equity Management Inc's portfolio concentrated or diversified?
Jacobs Levy Equity Management Inc runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Jacobs Levy Equity Management Inc performed in 2026?
Our AI-simulated model portfolio for Jacobs Levy Equity Management Inc tracks a Year-to-Date (YTD) return of +22.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Bruce I. Jacobs manage Jacobs Levy Equity Management Inc directly?
Yes, Bruce I. Jacobs serves as the key portfolio manager for Jacobs Levy Equity Management Inc, overseeing the investment strategy and final capital allocation decisions.