Small-cap fund manager Ryan Jacob outperforms S&P 500 by 22% in past year.

From Yahoo Finance: 2025-06-29 13:10:00

Ryan Jacob of Jacob Asset Management has been named BI’s Investor of the Month for June. His fund, JSCGX, has returned 22% over the last 12 months, outperforming the S&P 500. Jacob’s strategy focuses on identifying unique small-cap opportunities by assessing qualitative attributes of a company. His top five holdings as of April 30 include OptimizeRx, Alphatec, Heron Therapeutics, Powerfleet, and Zillow. Jacob’s investment approach combines qualitative analysis with quantitative measures like cash flows and valuations. Despite small-caps underperforming larger counterparts since 2008, Jacob believes they are due for a turnaround in performance.



Read more at Yahoo Finance: This small-cap fund manager is crushing the S&P 500 over the last year