Jacobs Asset Management

Jacobs Asset Management (JAM) is an esteemed money management firm with a singular focus on investing in the financial services sector. Established in 1995, JAM has built a solid reputation for its expertise in identifying and capitalizing on opportunities within the financial services space. The firm's investment strategies are designed to generate maximum appreciation and high returns for its clients.

Hedge Fund Overview

The JAM hedge fund employs a long/short equity strategy, with a primary focus on U.S. financial stocks. This approach seeks to limit downside risk while maximizing investment opportunities. It is important to note that while the hedge fund strives to meet its investment objective, there is no guarantee of success.

JAM Special Opportunities Funds

In addition to its hedge fund, JAM has been providing growth capital and partial shareholder liquidity to growing financial services companies since 2006 through its JAM Special Opportunities Funds (JSOF). JAM has raised three JSOFs to date, with nearly $250 million in total committed capital. These funds are currently closed and not accepting new investors.

Team

The JAM team is led by Sy Jacobs, the founding and managing partner. With over two decades of experience as a research analyst covering specialty financial services and bank stocks at several prestigious firms, Mr. Jacobs brings a wealth of knowledge and expertise to JAM. He is joined by Tom Jonovich, who serves as both the Chief Financial Officer and Chief Compliance Officer, and Luke Kautzer, the Director of Bank Research.

Tom Jonovich has over 25 years of experience in accounting for Private Investment Partnerships, having held positions at several notable hedge fund advisers. His expertise in financial management and compliance is a valuable asset to the JAM team.

Luke Kautzer, the Director of Bank Research, joined JAM with a strong background in financial analysis and research. His role is integral to the firm's investment strategy, as he provides in-depth analysis and insights into the banking sector.

Investment Philosophy

JAM's investment philosophy is centered on identifying and investing in financial services businesses with strong growth potential. The firm employs a disciplined, research-driven approach to investing, seeking to understand the underlying fundamentals of each potential investment. JAM's team of experienced professionals leverages their expertise and industry knowledge to make informed investment decisions designed to generate high returns for clients.

Office

Jacobs Asset Management is headquartered in New York City, at 11 East 26th Street, Suite 1900. The firm can be reached by phone at (212) 271-5526 or by fax at (212) 271-5525.