Global Long/Short Equity · Consumer, Tech & Media · New York, NY
Tabor Asset Management deploys a differentiated long/short equity approach across Consumer, Internet, Media, Technology, Fintech, and Telecom. With a global mandate and over 80% of the portfolio anchored in US equities, our edge is sector depth built over decades at the world's leading firms.
We prioritize consistent, risk-adjusted returns over concentrated swings. Capital preservation first. Alpha second. Every time.
Millennium. UBS O'Connor. Point72. ExodusPoint. Brookfield. The institutional rigor is in the DNA of every investment decision.
Discrete sub-sector books, each with its own mandate. One PM. Analytical clarity preserved. Alpha attributable at the idea level.
Tabor was founded on the conviction that the US consumer sector, representing nearly $19 trillion in annual economic activity, remains systematically underanalyzed by generalist managers and overdiversified platforms alike. Consumer is our primary lens. It is where the team's informational edge is deepest and most durable.
We invest globally, with over 80% of the portfolio anchored in US equities. Beyond consumer, our coverage spans Internet, Media, Technology, Fintech, and Telecom, sectors that increasingly intersect with and shape consumer behavior. Each of our 15 to 18 sub-sector mini-portfolios is driven by a differentiated informational edge, not market beta.
Founded by Jonathan Jacoby following a decade managing significant books at Millennium Management and UBS O'Connor, Tabor inherits a rigorous risk culture and a disciplined approach to portfolio construction rare at any scale.
The consumer sector is vast enough to spend a career in and focused enough to develop a genuine edge. That combination is rare. It is why we built Tabor around it.
Jonathan Jacoby, CIO · On the Founding ThesisWe run consistently low net exposure, targeting risk-adjusted returns that are structurally uncorrelated with broad market moves. Our goal is double digit net returns with a Sharpe ratio above 1.0, prioritizing capital preservation alongside alpha generation, with the large majority of returns attributable to stock selection rather than market beta.
Consumer, Internet, Media, Technology, Fintech, and Telecom coverage across the full cap spectrum, with over 80% of the portfolio in US equities and a global mandate for the remainder. Our analysts have covered these sectors through multiple cycles, compounding an informational advantage that generalists cannot replicate.
Rather than one monolithic book, we deploy capital across 15 to 18 focused sub-sector portfolios. One PM. One risk framework. One set of convictions. This structure preserves insight clarity and enables disciplined P&L accountability at the idea level.
Our short book serves two distinct purposes: tactical hedges that manage portfolio risk and reduce net exposure, and high-conviction alpha shorts where we have identified a fundamental disconnect between price and reality. Both are held to rigorous analytical standards. The short book has contributed meaningfully to returns since inception, compounding our overall risk-adjusted performance.
Six senior professionals with institutional backgrounds spanning Millennium, Point72, ExodusPoint, Brookfield, TAG Associates, BBR Partners, and Morgan Stanley, united by a shared conviction in the consumer sector and the adjacent industries that shape it.
Over 25 years on buy and sell sides. Portfolio Manager at Millennium Management and UBS O'Connor, running one of the larger Consumer/TMT books at both firms. Previously an II-ranked sell-side analyst at SunTrust Robinson Humphrey and BofA Securities.
LinkedInTwenty-five years of sell-side consumer and industrial coverage. Director of Research at Loop Capital supervising ~30 analysts. Investment Policy Committee experience at Loop and Cantor. Prior roles at Morgan Keegan, Cowen, and Canaccord.
LinkedInEight years in fundamental Consumer/TMT equities across buy and sell sides. Long/short at Brookfield Asset Management focused on global internet. Previously at Point72, ExodusPoint, Morgan Stanley (media), and Barclays Capital (FIG). Columbia IEOR.
LinkedInTravel and leisure specialist. Investment banking and credit background. MBA from ESCP Business School, Paris. Prior experience in M&A and fixed income sales & trading. BA in Economics from Boston University.
LinkedInOversees all non-investment operations and capital formation. Co-Founded Falchion Capital. Hedge fund allocator at TAG Associates and BBR Partners for UHNW multi-family offices managing several billion dollars in alternatives. MBA, Wharton School, University of Pennsylvania.
LinkedInFifteen years in fund administration and financial control. CFO/CCO at Glade Arch Capital. Financial Controller at Engine No. 1 and Highline Capital. VP and Client Service Manager at Morgan Stanley Fund Services. Account Manager at Citco.
LinkedInWe welcome inquiries from qualified institutional investors and family offices interested in learning more about the fund. We also engage directly with management teams and executives at companies within our coverage universe. If your company operates in Consumer, Internet, Media, Technology, Fintech, or Telecom, we are glad to connect.