Jacobs Levy Equity Management manages U.S. equity portfolios for institutional clients on a discretionary basis. They manage both long equity and long-short equity portfolios. Their approach, called "disentangling," examines market inefficiencies to identify return effects. They use a multidimensional and dynamic approach combining human insight, finance theory, and quantitative methods. Jacobs Levy tailors advisory services to individual client needs by customizing investment guidelines.
Fee Structure
Jacobs Levy charges a fee based on a percentage of the value of the assets they manage. These fees are generally charged quarterly, in arrears. The fees vary based on the investment strategy, the type and size of the account, and other factors. Fees may be negotiable for certain clients.