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Jay S. Kaplan
Portfolio Manager and Principal, CFA
23 Years of Experience
11 Years at Royce
Jay S. Kaplan, CFA, is a Portfolio Manager and Principal for Royce & Associates, LLC, investment adviser to The Royce Funds. Mr. Kaplan has years of investment industry experience.
Prior to joining Royce & Associates in November 2000, Mr. Kaplan spent 12 years with Prudential Financial, most recently as Managing Director and Portfolio Manager for the Prudential Small Company Value Fund.
Mr. Kaplan holds a bachelor's degree from the State University of New York at Binghamton and a Master of Business Administration from New York University.
For more than 35 years, Royce & Associates has utilized a disciplined value approach to select smaller companies for our investment portfolios.
Portfolio Manager
- Royce Total Return Fund (with )
- Royce Value Fund (with )
- Royce Dividend Value Fund (with )
- Royce Capital Fund - Small-Cap Portfolio
Assistant Portfolio Manager
Important Disclosure Information
The thoughts expressed in the video are solely those of the person speaking and may differ from those of other Royce investment professionals, or the firm as a whole. There can be no assurance with regard to future market movements. This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money.
Distributor: Royce Fund Services, Inc.
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Royce & Associates, LLC, 745 Fifth Avenue, New York, NY 10151, (800) 221-4268. All rights reserved. Distributor of The Royce Fund and Royce Capital Fund: Royce Fund Services, Inc., a wholly owned subsidiary of Royce & Associates. The Royce Funds are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. View our Policies & Procedures, including, among others, our Sarbanes-Oxley Code of Ethics, Privacy Policy and Proxy Voting Guidelines and Procedures.
