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. 

Apple and Amazon are leading the charge in the technology sector, thanks to a retail buying spree.

Some of the largest tech companies’ stock prices have declined with expected interest-rate hikes. Ryan Jacob discusses how the markets have experienced a long period of outperformance by megacaps, which may be coming to an end due to a changing economic environment.

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  • Date Saturday, 09 October 2021

Retail-Buying Spree Fuels Tech Jump, Led by Apple and Amazon

Ryan Jacob discusses how megacap overperformance, especially as retail investors buy the largest tech firms and ETFs with big positions in the industry, may be coming to an end after a 12 year run with rising interest rates.

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  • Date Thursday, 07 October 2021

A Closer Look at The Markets

Chief Investment Officer of the Jacob Internet Fund Ryan Jacob speaks about markets and investing coming out of the pandemic on the Bloomberg Markets podcast.

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  • Date Monday, 04 October 2021

For Facebook Investors, Controversies Are Still an Afterthought

Ryan Jacob comments on the negative criticism Facebook has been receiving from the media and the strength of its underlying business.

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  • Date Thursday, 30 September 2021

Dow jumps 500 points as stocks recover losses for week after Fed and Evergrande worries fade

Ryan Jacob comments on the Fed’s recent announcement on tapering the central bank’s bond buying program and raising interest rates in 2022, discussing the market’s preference for certainty and the potential for a generally strong third-quarter earnings season.

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  • Date Thursday, 23 September 2021

DEDUCED RECKONING: For some Wall Street investment stars, here today, gone tomorrow

In 1998, Ryan Jacob started his Internet fund (JAMFX) that saw performance up 200% and 570% over the following two years. Now, he has established a new ETF, the Jacob Forward ETF, which incorporates some of his longstanding valuation techniques.

Additional Info

  • Date Wednesday, 11 August 2021
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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.