BRUCE I. JACOBS, Principal, co-founded Jacobs Levy Equity Management in 1986. He is co-chief investment officer, portfolio manager, and co-director of research. Dr. Jacobs's articles on equity management have appeared in the Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Investing, and The Japanese Security Analysts Journal. He has received the Graham and Dodd Award from the Financial Analysts Journal and outstanding article awards from The Journal of Portfolio Management and The Journal of Investing.

Dr. Jacobs is author of Capital Ideas and Market Realities: Option Replication, Investor Behavior, and Stock Market Crashes (Blackwell), co-author with Ken Levy of Equity Management: Quantitative Analysis for Stock Selection (McGraw-Hill), and co-editor with Ken Levy of Market Neutral Strategies (Wiley). He has spoken at many forums including the Institute for Quantitative Research in Finance, the Berkeley Program in Finance, the CFA Institute (formerly AIMR), Rutgers University, the Society of Quantitative Analysts, and the New York Society of Security Analysts.

Formerly he was First Vice President of the Prudential Insurance Company of America, where he served as Senior Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company and Managing Director of the discretionary asset allocation unit. Prior to that, he was on the finance faculty of the University of Pennsylvania's Wharton School and consulted to the Rand Corporation.

Dr. Jacobs has a B.A. from Columbia College, an M.S. in Operations Research and Computer Science from Columbia University's School of Engineering and Applied Science, an M.S.I.A. from Carnegie Mellon University's Graduate School of Industrial Administration, and an M.A. in Applied Economics and a Ph.D. in Finance from the Wharton School. He is an Associate Editor of The Journal of Trading and on the Advisory Board of The Journal of Portfolio Management.

 
KENNETH N. LEVY, Principal, co-founded Jacobs Levy Equity Management in 1986. He is co-chief investment officer, portfolio manager, and co-director of research. His articles on equity management have appeared in the Financial Analysts Journal, The Journal of Portfolio Management, The Journal of Investing, and The Japanese Security Analysts Journal. He is a recipient of the Graham and Dodd Award and The Journal of Portfolio Management's outstanding article award.

Ken Levy is co-author with Bruce Jacobs of Equity Management: Quantitative Analysis for Stock Selection (McGraw-Hill) and co-editor with Bruce Jacobs of Market Neutral Strategies (Wiley). He has lectured at the Wharton School and has spoken at various forums, including the Institute for Quantitative Research in Finance, the Berkeley Program in Finance, the CFA Institute, Rutgers University, the Society of Quantitative Analysts, and the Corporate Earnings Analysis Seminar.

Formerly he was Managing Director of a quantitative equity management affiliate of the Prudential Asset Management Company. Prior to that, he was responsible for quantitative research at Prudential Equity Management Associates.

He has a B.A. in Economics from Cornell University and M.B.A. and M.A. degrees in Applied Economics from the University of Pennsylvania's Wharton School. He has completed all requirements short of the dissertation for a Ph.D. in Finance at Wharton. He is a CFA charterholder and has served on the CFA candidate curriculum committee, the POSIT Advisory Board, and the investment board of a community foundation.