Meet Our People

Jay  S.  Kaplan

Portfolio Manager

CFA

Portfolio Manager

Royce Capital Fund - Small-Cap Portfolio

Royce Dividend Value Fund

Royce Value Fund

Assistant Portfolio Manager

Royce Pennsylvania Mutual Fund

Royce Total Return Fund

Jay S. Kaplan, CFA, is a Portfolio Manager for Royce & Associates, LLC, investment adviser to The Royce Funds.

He manages Royce Capital Fund—Small-Cap Portfolio, co-manages Royce Value Fund with Whitney George, and Royce Dividend Value Fund with Chuck Royce. He also serves as an Assistant Portfolio Manager of Royce Pennsylvania Mutual and Royce Total Return Funds.  He has 19 years of financial 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 of the $2 billion Prudential Small Company Value Fund. He holds a bachelor’s degree from State University of New York at Binghamton and earned a masters of business administration degree from New York University.

For more than 35 years, Royce & Associates has adhered to a disciplined value approach in managing smaller-company investment portfolios.