Jay Kaplan, Cfa Email & Phone Number

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 and Nightly Business Report. Quoted in The New York Times, Barron's, The Wall Street Journal, Investor's Business Daily and Marketwatch.com.Funds managed include:Royce Capital Small Cap Fund - Portfolio Manager since 2003Royce Small Cap Value Fund - Portfolio Manager (Co-Manager 2003-2012)Royce Pennsylvania Mutual Fund - Portfolio Manager (Team managed - Assistant PM 2003 - 2016)Royce Dividend Value Fund - Portfolio Manager 2007-2021 (Team managed)Royce Total Return Fund - Portfolio Manager 2012-2021 (Team managed - Assistant PM 2005-2011)

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.

Master Of Business Administration - Mba, Finance, With Distinction

Bachelor Of Science - Bs, Economics, Math/Computer Science, With Honors

Activities and Societies: ACE Board of Directors, WHRW Radio