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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Scopia Capital Management LP | Head of Research and Partner | Apr 2022 to Present | — |
| Scopia Capital Management LP | Partner | Apr 2022 to Present | — |
| D1 Capital Partners L.P. | Investor | Jan 2021 to Apr 2022 | — |
| Scopia Capital Management LLC | Partner | Sep 2012 to Jan 2021 | — |
| Elm Ridge Capital Management | Hedge Fund Research Analyst | Jun 2011 to Aug 2012 | — |
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
2007 — 2011
Skills & Expertise
Others at Scopia Capital Management LP (17)
| Name | Role | Location |
|---|---|---|
A Aaron Morse | Partner and COO | New York, NY , United States |
A Ameena Hussain | Vice President | New York, NY , United States |
A Ashu Tyagi | Partner at Scopia Capital | New York, NY , United States |
| Analyst | New York, NY , United States | |
| Senior Analyst | New York, NY , United States | |
E Eric Fischer | Senior Analyst, Healthcare | New York, NY , United States |
H Hilary Kozarowicz | Partner and Director of Administration | New York, NY , United States |
J Jerome Lande | Deputy CIO and Managing Partner | New York, NY , United States |
J Joseph Yin | Partner | Los Angeles, CA , United States |
M Mark Allan | Partner and Head of Trading | SC , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |