Principal and Co-Founder
Jacobs Levy Equity Management
Bruce Jacobs, G’79, GRW’86, is principal and co-founder of Jacobs Levy Equity Management, where he is co-chief investment officer, portfolio manager, and co-director of research.
Jacobs’ articles on equity management have appeared in Financial Analysts Journal, the Journal of Portfolio Management, the Journal of Investing, the Journal of Financial Perspectives, Japanese Security Analysts Journal, Operations Research, and the Journal of Impact and ESG Investing. He has received several Graham and Dodd Awards from Financial Analysts Journal, a Bernstein Fabozzi/Jacobs Levy Award from the Journal of Portfolio Management, and an Outstanding Article Award from the Journal of Investing. He serves on the Ambassador Advisory Board of the Journal of Portfolio Management, the Advisory Board of the Journal of Financial Data Science, and as an advisory editor for the Journal of Impact and ESG Investing. He has also served on the Financial Analysts Journal Advisory Council, and was an associate editor of the Journal of Trading.
Jacobs is author of Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety, and Market Crashes, which was translated into Chinese by China Machine Press, and Capital Ideas and Market Realities: Option Replication, Investor Behavior, and Stock Market Crashes; co-author with Ken Levy of Equity Management: Quantitative Analysis for Stock Selection, which was translated into Chinese by China Machine Press, and Equity Management: The Art and Science of Modern Quantitative Investing, 2nd ed.; co-editor with Ken Levy of Market Neutral Strategies; and co-editor of The Bernstein Fabozzi/Jacobs Levy Awards: Five Years of Award-Winning Articles from The Journal of Portfolio Management, Volumes One through Five. He was a featured contributor to How I Became a Quant: Insights from 25 of Wall Street’s Elite.
Jacobs has a bachelor’s degree from Columbia College, a master’s degree in operations research and computer science from Columbia University’s School of Engineering and Applied Science, a master’s degree from Carnegie Mellon University’s Graduate School of Industrial Administration, and a master’s degree in applied economics and a doctorate in finance from the Wharton School.
He established the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance, which bolster the new quantitative finance major at the Wharton School.