Profil
Mr. Jonathan A. Jacoby is a Chief Investment Officer at Tabor Asset Management LP.
He has 2 decades of experience on both the buy and sell side.
He is responsible for portfolio and risk management, as well as coverage of media companies.
Prior to founding Tabor, Mr. Jacoby managed a TMT/Consumer-focused portfolio at UBS O’Connor and Millennium Management, where he demonstrated an ability to generate consistent returns, while running one of the larger books at both firms.
He was previously an analyst with Pyramis (Fidelity) and a sell-side media analyst at SunTrust Robinson Humphrey and Banc of America Securities, where he was an II-ranked analyst.
He holds a Master of International Affairs in International Finance from Columbia University and a Bachelor of Arts in Political Science, cum laude, from Yeshiva University.
Postes actifs de Jonathan Alexander Jacoby
| Sociétés | Poste | Début |
|---|---|---|
Tabor Asset Management LP
Tabor Asset Management LP Investment ManagersFinance Tabor strives to achieve alpha on both the long and short sides of the portfolio and has historically relied on single name shorts as opposed to market instruments and exchange traded funds. The firm focuses its research efforts on the global TMT and consumer sectors. Approximately 40% of the portfolio is expected to consist of companies based outside of North America, with most international investments focused on European telecom and China internet. Through a rigorous and disciplined fundamental approach, they will seek opportunities where the risk/reward is typically 3 to 1. | Directeur Général | 01/01/2018 |
Anciens postes connus de Jonathan Alexander Jacoby
| Sociétés | Poste | Fin |
|---|---|---|
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies. | Gestionnaire de Portefeuille-Actions | 01/06/2018 |
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies. | Analyst-Equity | 01/06/2013 |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Analyst-Equity | - |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2008 |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/01/2003 |
Formation de Jonathan Alexander Jacoby
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
CIBC World Markets Corp. (Old)
CIBC World Markets Corp. (Old) Financial ConglomeratesFinance Provides financial services | Finance |
UBS O'Connor LLC
UBS O'Connor LLC Investment ManagersFinance UBS O'Connor generally uses a combination of fundamental and/or quantitative analysis when formulating its investment advice or managing client assets. The firm employs a number of investment strategies in connection with its investment management services. Investment decisions are primarily based on fundamental comparisons. Such bottom-up analysis is combined with a top-down view of opportunities across the various sectors. They believe that the combination of bottom-up and top-down analysis will allow them to identify the most attractive long and short opportunities both across and within sectors and geographies. | Finance |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Decade Capital Management LLC
Decade Capital Management LLC Investment ManagersFinance Decade Capital Management employs a relative value fundamental equity strategy to invest primarily in the North American capital markets. The firm uses multiple portfolio managers with expertise in specific sectors, industry groups or financial products. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Yeshiva University
Yeshiva University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM utilizes a variety of methods of security analysis to select investments, including fundamental, quantitative, technical and macro-economic analysis in managing client accounts. The firm's global research resources include seasoned, sector-focused fundamental analysts covering industry sectors across the US and global markets as well as quantitative and technical portfolio managers and analysts. | Finance |
Blue Arrow Capital Management LLC
Blue Arrow Capital Management LLC Investment ManagersFinance Blue Arrow Capital Management has significant investments in stocks in the services and technology sectors. | Finance |
Tabor Asset Management LP
Tabor Asset Management LP Investment ManagersFinance Tabor strives to achieve alpha on both the long and short sides of the portfolio and has historically relied on single name shorts as opposed to market instruments and exchange traded funds. The firm focuses its research efforts on the global TMT and consumer sectors. Approximately 40% of the portfolio is expected to consist of companies based outside of North America, with most international investments focused on European telecom and China internet. Through a rigorous and disciplined fundamental approach, they will seek opportunities where the risk/reward is typically 3 to 1. | Finance |
















