Bruce I. Jacobs

Bruce I. Jacobs is co-founder and co-chief investment officer at Jacobs Levy Equity Management. Jacobs Levy has managed quantitative equity strategies for sophisticated institutional investors for over 35 years. Dr. Jacobs was on the finance faculty of the Wharton School from which he received his Ph.D. in Finance. His research has received several awards from financial journals, including Graham and Dodd Awards from the Financial Analysts Journal. “Disentangling Equity Return Regularities: New Insights and Investment Opportunities” (FAJ 1988) was selected to be among the 25 most influential articles in the Financial Analysts Journal 80th Anniversary Editors’ Collection. He serves on the Ambassador Advisory Board of the Journal of Portfolio Management, the Advisory Board of the Journal of Financial Data Science, and is 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. He is Chair of the Advisory Board of the Jacobs Levy Equity Management Center for Quantitative Financial Research at the Wharton School, and played a critical role in creating the Quantitative Finance major in the MBA program at the Wharton School by establishing the Dr. Bruce I. Jacobs Professorship in Quantitative Finance and the Dr. Bruce I. Jacobs Scholars in Quantitative Finance. He also launched the Dr. Bruce I. Jacobs Master of Science in Quantitative Finance program at the Wharton School.

Dr. 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, and is 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., and co-editor with Ken Levy of Market Neutral Strategies. He is also 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, and was a featured contributor to How I Became a Quant: Insights from 25 of Wall Street’s Elite.