Jacob Asset Management (JAM) is a boutique investment management firm that manages actively-managed mutual funds—namely the Jacob Internet Fund, Jacob Small Cap Growth Fund, and Jacob Discovery Fund—available to U.S. investors only. The firm employs a proprietary, bottom-up investment process guided by its experienced team. Research is conducted through company engagement, industry expert discussions, and third-party data, aimed at identifying companies with potential for long-term value creation.
JAM’s investment strategy involves a three-step approach—Find, Filter, and Follow-Up—to uncover and monitor high-conviction investment ideas across a range of market capitalizations (micro-, small-, mid-, and large-cap). Decision-making combines qualitative insights (e.g. competitive position, management quality) with fundamental quantitative analysis for valuation and risk assessment