Set-up for Small-Caps: Jay Kaplan on CNBC's Power Lunch
article 01-15-2016

Setup for Small-Caps: Jay Kaplan on CNBC's Power Lunch

Portfolio Manager Jay Kaplan talks to CNBC's Power Lunch hosts Melissa Lee and Brian Sullivan about how small-cap could be set up for a healthy run.


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"The setup for small caps is really good," said Portfolio Manager Jay Kaplan.

On January 12, 2016, Jay talked with the hosts of CNBC’s Power Lunch, Melissa Lee and Brian Sullivan, about opportunities for small-caps going into 2016, and a few companies he likes.

Jay thinks the stage is set for "a healthy environment where people who want to own businesses for a long time are going to have the opportunity to buy great businesses at great prices, and that’s what we try to do at the Royce Funds."

He has 27 years of investment industry experience, 15 of which are at Royce. He is the portfolio manager of Royce Small-Cap Value Fund and Royce Capital Fund—Small-Cap Portfolio, and co-portfolio manager of Royce Total Return Fund and Royce Dividend Value Fund (with Chuck Royce).

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Important Disclosure Information

The thoughts and opinions expressed in this piece 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. There can be no assurance that a company that currently pays a dividend will continue to do so in the future.

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. Investments in securities of small-cap companies may involve considerably more risk than investments in securities of larger-cap companies. (Please see "Primary Risks for Fund Investors" in the prospectus.)

There can be no assurance that any of the securities mentioned in the interview will be included in these portfolios in the future. References to specific securities in this interview are not intended as recommendations and should not be relied upon as the basis for anyone to buy, sell, or hold any security.



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