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Jason Taub

Jason Taub

Head of Research and Partner at Scopia Capital Management LP

New York, NY , United States

About

Jason Taub is a Managing Partner and Head of Research at Scopia Capital Management LP, an employee-owned hedge fund based in New York, NY. In his role, Taub is responsible for overseeing investment research and contributing to the strategic direction of the firm's portfolios, with a focus on both long and short equity strategies.

At Scopia Capital, Jason Taub leads investment efforts across a range of industries, as reflected in recent major holdings that include companies from the healthcare (UnitedHealth, Bio-Rad Laboratories), technology (Taiwan Semiconductor), industrials (Regal Rexnord), and consumer sectors (SharkNinja). He employs fundamental analysis and targets value stocks, guiding a team that manages a concentrated equity portfolio with an active, research-driven approach.

Before becoming a partner at Scopia Capital, Taub gained experience as a hedge fund research analyst, building a strong foundation in both investment analysis and portfolio management. Recognized for his deep expertise in equity research and his contributions to the firm's market performance, he is considered a significant figure in the investment management industry, particularly in the U.S. equity markets.

Career History

OrganizationRoleDate RangeDetails
Scopia Capital Management LPHead of Research and PartnerApr 2022 to Present
Scopia Capital Management LPPartnerApr 2022 to Present
D1 Capital Partners L.P.InvestorJan 2021 to Apr 2022
Scopia Capital Management LLCPartnerSep 2012 to Jan 2021
Elm Ridge Capital ManagementHedge Fund Research AnalystJun 2011 to Aug 2012

Education

University of Pennsylvania - The Wharton School

Bachelor of Science (BS), Finance

2007 2011

Skills & Expertise

Data Analysis
Management
Public Speaking
Leadership
Primary Research
Qualitative Research
Marketing Research
Valuation

Others at Scopia Capital Management LP (17)

NameRoleLocation
A
Aaron Morse
Partner and COONew York, NY , United States
A
Ameena Hussain
Vice PresidentNew York, NY , United States
A
Ashu Tyagi
Partner at Scopia CapitalNew York, NY , United States
David Kilgariff
David Kilgariff
AnalystNew York, NY , United States
Elsa Zhang
Elsa Zhang
Senior AnalystNew York, NY , United States
E
Eric Fischer
Senior Analyst, HealthcareNew York, NY , United States
H
Hilary Kozarowicz
Partner and Director of AdministrationNew York, NY , United States
J
Jerome Lande
Deputy CIO and Managing PartnerNew York, NY , United States
J
Joseph Yin
PartnerLos Angeles, CA , United States
M
Mark Allan
Partner and Head of TradingSC , United States
Showing 1-10 of 17 team members

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