Please visit the Jacob Funds' website to learn more about Jacob Asset Management's portfolio managers, investment philosophy, and disciplined research process. Our investment team is frequently quoted in the press for their insights. 

We invite you to read more of our press coverage on our mutual fund site. 

Dot-Com Survivor Ryan Jacob Channels Cathie Wood With First ETF

Famed tech investor Ryan Jacob is jumping into the thematic ETF business. The actively managed ETF will invest in innovative, forward-thinking companies that the team believes are leveraging technology to create significant competitive advantages. Jacob Asset Management thrives on discovering exciting, enduring businesses with the potential to introduce innovative solutions to the global economy, while delivering solid growth for its investors.

Additional Info

  • Date Wednesday, 14 July 2021

Fund Manager Ryan Jacob Takes On Cathie Wood's ARK Funds With New ETF

On July 13, 2021, Jacob Asset Management entered the ETF market with the launch of Jacob Forward (JFWD), which manager Ryan Jacob says will include the best ideas from all three of the firm's mutual funds, focusing on early-stage growth stocks. Jacob expects the portfolio to be about two-thirds tech, one-third health care. See disclosures*

Additional Info

  • Date Tuesday, 13 July 2021

Jacob Asset Management Launches its First ETF

After more than twenty years of delivering a full range of actively managed investment solutions, Jacob Asset Management is pleased to announce the launch of its first exchange-traded fund, the Jacob Forward ETF. Shares of the ETF will begin trading tomorrow on the New York Stock Exchange (“NYSE”) under the ticker symbol JFWD. 

Additional Info

  • Date Wednesday, 14 July 2021
icon download
Download Fund Materials
icon download
See What We're Up To
Invalid email address.

icon download
Connect with Us
icon twitter icon linkedin

IMPORTANT INFORMATION

Opinions expressed as those of the author or fund manager, are subject to change, are not guaranteed and should not be considered recommendations to buy or sell any security and should not be considered investment advice.

Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted.

There are risks inherent in investing in the Internet area, particularly with respect to smaller capitalized companies and the high volatility of internet stocks. Small- and Medium-capitalization companies tend to have limited liquidity and greater price volatility than large-capitalization companies. Investments in foreign securities involve greater volatility and political, economic and currency risks and differences in accounting methods. The Internet Fund may invest in debt securities which typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in micro-capitalization companies may involve greater risks, as these companies ten to have limited product lines, markets and financial or managerial resources. Microcap stocks often also have a more limited trading market, such that the Adviser may not be able to sell stocks at an optimal time or price. In addition, less frequently-traded securities may be subject to more abrupt price movements than securities of larger capitalized companies. The Small Cap Growth Fund invests in smaller companies, which involve additional risks, such as limited liquidity and greater volatility.

 
Short-term performance may often reflect conditions that are likely not sustainable, and thus such performance may not be repeated in the future. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. Investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than original cost. Returns less than one year are not annualized. For current standard performance, holdings and expenses, click here
 
*Barron's article "Fund Manager Ryan Jacob Takes On Cathie Wood's Ark Funds with New ETF", July 13, 2021, comparison two ARK Funds to the Jacob Forward ETF. To see a comparison of these funds, please click here.