Jacobi Capital Management is a global alternative asset manager with approximately $14 billion in assets under management as of 2023. The firm was founded in 2003 by Matthew Jacobi and Derek Highland, and is headquartered in New York City. Jacobi Capital Management specializes in event-driven investing, credit, private equity, and real estate. The firm has a team of over 60 investment professionals with an average of 15 years of experience in the industry.
Jacobi Capital Management has a strong track record of success. The firm's flagship event-driven fund has generated an annualized return of over 10% since its inception in 2003. Jacobi Capital Management has also been recognized for its ESG investing practices. The firm is a signatory to the UN Principles for Responsible Investment and has been awarded an A+ rating by the Global Real Estate Sustainability Benchmark.
Jacobi Capital Management is a leading alternative asset manager with a strong track record of success. The firm's focus on event-driven investing, credit, private equity, and real estate provides investors with a diversified portfolio of alternative investments.
Jacobi Capital Management
Jacobi Capital Management is a leading alternative asset manager with a strong track record of success. The firm's focus on event-driven investing, credit, private equity, and real estate provides investors with a diversified portfolio of alternative investments.
- Founded: 2003
- Headquarters: New York City
- Assets under management: $14 billion
- Investment professionals: 60+
- Average experience: 15 years
- Investment focus: Event-driven investing, credit, private equity, real estate
- ESG investing: Signatory to the UN Principles for Responsible Investment, A+ rating from the Global Real Estate Sustainability Benchmark
Jacobi Capital Management's strong track record of success is due to its focus on fundamental research, experienced investment team, and disciplined investment process. The firm's event-driven fund has generated an annualized return of over 10% since its inception in 2003. Jacobi Capital Management has also been recognized for its ESG investing practices, which align with the firm's commitment to responsible investing.
1. Founded
Jacobi Capital Management was founded in 2003 by Matthew Jacobi and Derek Highland. The firm has since grown to become a leading alternative asset manager with over $14 billion in assets under management. The founding of Jacobi Capital Management in 2003 was a significant event in the history of the firm. It marked the beginning of the firm's journey to becoming a leading alternative asset manager.
The year 2003 was a significant time for the alternative investment industry. The industry was growing rapidly, and there was a growing demand for alternative investment products. Jacobi Capital Management was founded to meet this demand. The firm's founders, Matthew Jacobi and Derek Highland, had a combined 30 years of experience in the alternative investment industry. They saw an opportunity to create a firm that would provide investors with access to a diversified portfolio of alternative investments.
Jacobi Capital Management has been successful in achieving its goals. The firm has a strong track record of success, and its investors have benefited from the firm's expertise in the alternative investment industry. The firm's founding in 2003 was a key factor in its success.
2. Headquarters
Jacobi Capital Management's headquarters are located in New York City, a global financial center and a hub for the alternative investment industry. This location provides the firm with several advantages:
- Access to talent: New York City is home to a large pool of experienced investment professionals. This gives Jacobi Capital Management access to a deep talent pool when hiring new employees.
- Proximity to clients: Many of Jacobi Capital Management's clients are located in New York City. This proximity allows the firm to build strong relationships with its clients and to better understand their investment needs.
- Access to capital: New York City is a major financial center. This gives Jacobi Capital Management access to a large pool of capital, which the firm can use to invest in its portfolio companies.
- Reputation: New York City is home to many of the world's leading financial institutions. This gives Jacobi Capital Management a reputation for being a credible and well-respected firm.
Jacobi Capital Management's headquarters in New York City provide the firm with several advantages that contribute to its success. The firm's location gives it access to talent, clients, capital, and a reputation for excellence.
3. Assets under management
Jacobi Capital Management's $14 billion in assets under management (AUM) is a significant indicator of the firm's success and its position in the alternative investment industry. AUM is a key metric used to measure the size and scale of an investment firm. It represents the total value of the assets that the firm manages on behalf of its clients. A large AUM, such as Jacobi Capital Management's $14 billion, indicates that the firm is trusted by a large number of investors to manage their money. This trust is a testament to the firm's track record of success and its ability to generate strong returns for its investors.
Jacobi Capital Management's AUM has grown steadily over the years, reflecting the firm's strong performance and its ability to attract new clients. The firm's AUM has grown from $1 billion in 2003 to $14 billion in 2023. This growth is due to a combination of factors, including the firm's strong track record of success, its experienced investment team, and its commitment to providing investors with access to a diversified portfolio of alternative investments.
Jacobi Capital Management's AUM is a key component of the firm's success. It allows the firm to invest in a wider range of opportunities and to provide its investors with a more diversified portfolio. The firm's large AUM also gives it more clout with potential investment partners and allows it to negotiate better terms on behalf of its investors.
4. Investment professionals
Jacobi Capital Management's team of over 60 investment professionals is a key component of the firm's success. The firm's investment professionals have an average of 15 years of experience in the industry, and they are experts in their respective fields. Jacobi Capital Management's investment professionals are responsible for generating the firm's strong investment returns.
The firm's investment professionals are also responsible for building and maintaining relationships with Jacobi Capital Management's clients. The firm's investment professionals work closely with clients to understand their investment goals and to develop investment strategies that meet their needs. Jacobi Capital Management's investment professionals are committed to providing clients with the highest level of service.
The experience and expertise of Jacobi Capital Management's investment professionals is a key reason for the firm's success. The firm's investment professionals are able to identify and capitalize on investment opportunities that other firms may miss. Jacobi Capital Management's investment professionals are also able to manage risk effectively, which helps to protect the firm's clients from losses.
Jacobi Capital Management's investment professionals are a valuable asset to the firm. The firm's investment professionals are responsible for generating the firm's strong investment returns, building and maintaining relationships with clients, and providing clients with the highest level of service.
5. Average experience
Jacobi Capital Management's investment professionals have an average of 15 years of experience in the industry. This is a significant factor in the firm's success. Experienced investment professionals are more likely to make sound investment decisions and to generate strong returns for their clients. They are also more likely to be able to identify and capitalize on investment opportunities that other firms may miss.
The experience of Jacobi Capital Management's investment professionals is also important for managing risk. Experienced investment professionals are more likely to be able to anticipate and mitigate risks. This helps to protect the firm's clients from losses.
The average experience of 15 years for Jacobi Capital Management's investment professionals is a key component of the firm's success. It is a testament to the firm's commitment to providing its clients with the highest level of service.
6. Investment focus
Jacobi Capital Management's investment focus on event-driven investing, credit, private equity, and real estate is a key component of the firm's success. This focus allows the firm to generate strong returns for its investors, while also diversifying its portfolio and managing risk.
- Event-driven investing involves investing in companies that are undergoing a major event, such as a merger, acquisition, or bankruptcy. Jacobi Capital Management has a strong track record of success in event-driven investing, and the firm's investment professionals have a deep understanding of the factors that can affect the outcome of these events.
- Credit involves investing in debt instruments, such as bonds and loans. Jacobi Capital Management has a team of experienced credit professionals who are able to identify and capitalize on investment opportunities in the credit markets.
- Private equity involves investing in private companies. Jacobi Capital Management has a team of experienced private equity professionals who are able to identify and invest in high-growth private companies.
- Real estate involves investing in real property. Jacobi Capital Management has a team of experienced real estate professionals who are able to identify and invest in undervalued real estate assets.
Jacobi Capital Management's investment focus on event-driven investing, credit, private equity, and real estate allows the firm to generate strong returns for its investors, while also diversifying its portfolio and managing risk. The firm's investment professionals have a deep understanding of these asset classes, and they are able to identify and capitalize on investment opportunities that other firms may miss.
7. ESG investing
Jacobi Capital Management is a leading alternative asset manager with a strong commitment to ESG investing. The firm is a signatory to the UN Principles for Responsible Investment (PRI) and has received an A+ rating from the Global Real Estate Sustainability Benchmark (GRESB).
- UN PRI: The UN PRI is a global network of investors committed to integrating ESG factors into their investmentmaking. Jacobi Capital Management is one of the signatories to the PRI, which demonstrates the firm's commitment to responsible investing.
- GRESB: The GRESB is a global benchmark for ESG performance in the real estate industry. Jacobi Capital Management has received an A+ rating from GRESB, which recognizes the firm's strong ESG practices in its real estate portfolio.
Jacobi Capital Management's commitment to ESG investing is reflected in its investment process. The firm considers ESG factors when making investment decisions, and it actively engages with its portfolio companies to promote ESG best practices. Jacobi Capital Management believes that ESG investing is not only good for the environment and society, but it can also lead to better financial performance.
Jacobi Capital Management FAQs
Jacobi Capital Management is a leading alternative asset manager with a strong track record of success. The firm's focus on event-driven investing, credit, private equity, and real estate provides investors with a diversified portfolio of alternative investments.
Question 1: What is Jacobi Capital Management's investment philosophy?Jacobi Capital Management's investment philosophy is based on the belief that there are inefficiencies in the market that can be exploited through careful research and analysis. The firm's investment professionals have a deep understanding of the sectors in which they invest, and they are able to identify and capitalize on investment opportunities that other firms may miss.Question 2: What types of investments does Jacobi Capital Management make?
Jacobi Capital Management invests in a variety of asset classes, including event-driven investments, credit, private equity, and real estate. The firm's investment professionals have a deep understanding of these asset classes, and they are able to identify and capitalize on investment opportunities that other firms may miss.Question 3: What is Jacobi Capital Management's track record?
Jacobi Capital Management has a strong track record of success. The firm's flagship event-driven fund has generated an annualized return of over 10% since its inception in 2003. Jacobi Capital Management has also been recognized for its ESG investing practices. The firm is a signatory to the UN Principles for Responsible Investment and has been awarded an A+ rating by the Global Real Estate Sustainability Benchmark.Question 4: What are Jacobi Capital Management's fees?
Jacobi Capital Management's fees vary depending on the investment strategy and the type of account. The firm's fees are competitive with other alternative asset managers.Question 5: How can I invest with Jacobi Capital Management?
Jacobi Capital Management accepts investments from a variety of investors, including individuals, family offices, and institutions. The firm's minimum investment requirement is $1 million.Question 6: Where can I find more information about Jacobi Capital Management?
More information about Jacobi Capital Management can be found on the firm's website at www.jacobicapital.com.
Jacobi Capital Management is a leading alternative asset manager with a strong track record of success. The firm's focus on event-driven investing, credit, private equity, and real estate provides investors with a diversified portfolio of alternative investments.
To learn more about Jacobi Capital Management, please visit the firm's website at www.jacobicapital.com.
Tips from Jacobi Capital Management
Jacobi Capital Management is a leading alternative asset manager with over $14 billion in assets under management. The firm has a strong track record of success, and its investors have benefited from the firm's expertise in the alternative investment industry. Jacobi Capital Management has also been recognized for its ESG investing practices.
Tip 1: Diversify your portfolio
Diversification is one of the most important principles of investing. By diversifying your portfolio, you can reduce your overall risk and improve your chances of achieving your financial goals. There are many different ways to diversify your portfolio, including investing in different asset classes, such as stocks, bonds, and real estate. You can also diversify your portfolio by investing in different sectors, industries, and countries.
Tip 2: Invest for the long term
Investing for the long term is one of the best ways to achieve your financial goals. When you invest for the long term, you give your investments time to grow and compound. Compounding is the process of earning interest on your interest, and it can have a significant impact on your returns over time. For example, if you invest $1,000 at a 10% annual return, it will grow to $2,593 after 20 years. However, if you wait to invest for 30 years, it will grow to $7,612. That's a difference of over $5,000!
Tip 3: Rebalance your portfolio regularly
Rebalancing your portfolio is the process of adjusting the allocation of your assets to match your risk tolerance and investment goals. As your investments grow, the allocation of your assets will change. For example, if you start out with a 50/50 stock/bond portfolio, over time your stock allocation may grow to 60% or 70%. Rebalancing your portfolio will help you to maintain your desired asset allocation and risk tolerance.
Tip 4: Don't try to time the market
Trying to time the market is a losing game. No one can consistently predict when the market will go up or down. Instead of trying to time the market, it's better to focus on investing for the long term and staying disciplined with your investment strategy.
Tip 5: Get professional advice
If you're not sure how to invest, it's a good idea to get professional advice. A financial advisor can help you to develop an investment plan that meets your individual needs and goals. A financial advisor can also help you to stay disciplined with your investment strategy and make sure that your portfolio is properly diversified.
By following these tips, you can increase your chances of achieving your financial goals. Investing can be a complex and challenging process, but it's also one of the most important things you can do to secure your financial future.
Conclusion
Jacobi Capital Management is a leading alternative asset manager with a strong track record of success. The firm's focus on event-driven investing, credit, private equity, and real estate provides investors with a diversified portfolio of alternative investments. Jacobi Capital Management is committed to ESG investing and has been recognized for its strong ESG practices.
Investors who are looking for a diversified portfolio of alternative investments should consider Jacobi Capital Management. The firm's experienced investment team and strong track record of success make it a good choice for investors who are looking to achieve their financial goals.
