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
Others at Scopia Capital Management LP (12)
| Name | Role | Location | 
|---|---|---|
| AAmeena Hussain | Vice President | New York, NY , United States | 
| AAshu Tyagi | Partner at Scopia Capital | New York, NY , United States | 
| Analyst | New York, NY , United States | |
|  | Senior Analyst | New York, NY , United States | 
| HHilary Kozarowicz | Partner and Director of Administration | New York, NY , United States | 
| JJerome Lande | Deputy CIO and Managing Partner | New York, NY , United States | 
| MMark Allan | Partner and Head of Trading | SC , United States | 
| Partner, Head of Credit | New York, NY , United States | |
| Senior Analyst, Special Situations | New York, NY , United States | |
| Analyst | New York, NY , United States |