Jacobs Levy Equity Management

Jacobs Levy Equity Management, Inc. is an investment adviser based in Florham Park, New Jersey, founded in September 1986 and registered with the SEC since October 1986. The firm specializes in managing U.S. equity portfolios on a discretionary basis for institutional clients, including separately managed accounts, registered investment companies, and pooled investment vehicles. The firm's investment approach involves a proprietary process called "disentangling," which aims to identify market inefficiencies and pure return effects of each factor. Jacobs Levy offers various investment strategies such as Large Cap Core, Growth, and Value Portfolios, as well as Absolute Return Portfolios. As of December 31, 2022, the firm had approximately $15,039,035,573 assets under management, managed on a discretionary basis. Clients are charged asset-based fees calculated quarterly based on the value of assets under management. The firm may also charge performance-based fees for certain accounts. Jacobs Levy acts as a fiduciary and provides investment discretion to tailor advisory services based on individual client needs, including customizing investment guidelines and restrictions. Clients typically include institutional investors with a minimum investment requirement of $25,000,000 for separate accounts. The firm's investment strategies involve market risks, equity securities, short sales, leverage, and portfolio turnover. Clients receive regular reports on investment strategy, portfolio positioning, and performance. The firm's principals, Bruce I. Jacobs and Kenneth N. Levy, have extensive backgrounds in finance and investment management. The firm's compliance is overseen by Jason M. Hoberman, the General Counsel & Chief Compliance Officer. For further details, clients can contact the firm directly or visit the SEC's website for additional information.