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Jay Kaplan, Cfa is listed as Senior Portfolio Manager at Royce Investment Partners ✦ Idea Generation ✦ Equity Analysis ✦ Stock Selection ✦ Portfolio Construction at Royce Investment Partners, a company with 83 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Jay Kaplan, Cfa.
Jay Kaplan, Cfa previously worked as Portfolio Manager - Principal at Royce Investment Partners and Portfolio Manager - Managing Director at Prudential Financial. Jay Kaplan, Cfa holds Master Of Business Administration - Mba, Finance, With Distinction from Nyu Stern School Of Business.
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Over 20 years of investment experience. Since 2005 I've been an equity mutual fund manager specializing in small capitalization value stocks. The core of my investment style is selecting high quality companies with strong balance sheets, high returns on capital that are trading at depressed valuations. My prior investment experience includes equity analysis, high yield bond analysis and private placement credit analysis and structuring.Specialties: Small Cap Value Equity Mutual Fund Management
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United States
Manage $5 billion (at peak) small-cap value mutual funds. I invest in financially strong, high returning, high cash generating companies with low market expectations and low valuations. Generate ideas, select stocks and construct portfolios. Represent the firm in the media. Video appearances have included: CNBC, Bloomberg TV, Fox Business, Yahoo Finance.
Managed $2 billion Prudential Small Company Value Fund. Recruited, trained and managed three senior equity analysts.
Analyzed multi-cap U.S. equities for institutional value stock portfolios totaling $2 billion. Rapidly advanced to backup manager on all portfolios and sole manager of five pension accounts totaling $60 million.
Analyzed and recommended bonds for $4 billion of mutual fund and separate account portfolios in the gaming, cable, media and industrial sectors.
Completed credit training program. Analyzed, structured and negotiated debt and equity related private placements.
Other employees you can reach at royceinvest.com. View company contacts for 83 employees →
Eve Hartmann-Crep
Colleague at Royce Investment Partners
Brooklyn, New York, United States, United States
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KS
Kenneth Smolanoff
Colleague at Royce Investment Partners
Edison, New Jersey, United States, United States
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JS
James Searson
Colleague at Royce Investment Partners
Brooklyn, New York, United States, United States
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JD
John Davis
Colleague at Royce Investment Partners
New York, New York, United States, United States
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BH
Brendan Hartman
Colleague at Royce Investment Partners
Rye, New York, United States, United States
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Reva Wasserberger
Colleague at Royce Investment Partners
New York, New York, United States, United States
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JD
John Diederich
Colleague at Royce Investment Partners
New York, New York, United States, United States
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JP
John Protos
Colleague at Royce Investment Partners
New York, New York, United States, United States
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JG
Johnathan Gardnier
Colleague at Royce Investment Partners
West Lafayette, Indiana, United States, United States
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DO
Dan O’Byrne
Colleague at Royce Investment Partners
New York, New York, United States, United States
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Activities and Societies: ACE Board of Directors, WHRW Radio
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Jay Kaplan, Cfa works for Royce Investment Partners.
Jay Kaplan, Cfa is listed as Senior Portfolio Manager at Royce Investment Partners ✦ Idea Generation ✦ Equity Analysis ✦ Stock Selection ✦ Portfolio Construction at Royce Investment Partners.
Jay Kaplan, Cfa is based in New York City Metropolitan Area, United States, United States while working with Royce Investment Partners.
Jay Kaplan, Cfa has worked for Royce Investment Partners, Prudential Financial, Altria, and Andersen Consulting.
Jay Kaplan, Cfa's colleagues at Royce Investment Partners include Eve Hartmann-Crep, Kenneth Smolanoff, James Searson, John Davis, and Brendan Hartman.
You can use AeroLeads to view verified contact signals for Jay Kaplan, Cfa at Royce Investment Partners, including work email, phone, and LinkedIn data when available.
Jay Kaplan, Cfa holds Master Of Business Administration - Mba, Finance, With Distinction from Nyu Stern School Of Business.
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