I will be conducting an interview with Jay Kaplan of Royce Funds. Here is a little info about Jay Kaplan according to roycefunds.com
Jay S. Kaplan, CFA, is a Portfolio Manager and Principal for Royce & Associates, LLC, investment adviser to The Royce Funds.
He serves as Portfolio Manager for 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 Fund and Royce Total Return Fund. He has 20 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 of the Prudential Small Company Value Fund.
He holds a bachelor's degree from the State University of New York at Binghamton and earned a Master of Business Administration degree from New York University.
The Royce Capital Fund an especially impressive record. Since its inception in 1996 the fund has returned 11.52% versus 5.72% for the S&P 500. The 10 yr performance is 11.47% versus 3.51% for the Russell 2000.
As always when I conduct an interview I look for reader input. Our conversation will especially be focusing on dividends in the small cap world. Once I conduct the interview I will post it on GuruFocus.
For anyone who wants to submit questions for Jay Kaplan, please submit them here in the comments or me via email jacobwolinsky(at)gmail.com with Jay Kaplan in the subject line.
You can ask Jay about other topics besides dividends but Royce Funds requests that no questions be asked about specific stock holdings.
Note: I will be on vacation for about a week and a half starting next week, so I will not be posting the interview(or any articles) until early or mid April. However, I request the questions come sooner so I can prepare the interview quicker.
Thanks!
Jay S. Kaplan, CFA, is a Portfolio Manager and Principal for Royce & Associates, LLC, investment adviser to The Royce Funds.
He serves as Portfolio Manager for 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 Fund and Royce Total Return Fund. He has 20 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 of the Prudential Small Company Value Fund.
He holds a bachelor's degree from the State University of New York at Binghamton and earned a Master of Business Administration degree from New York University.
The Royce Capital Fund an especially impressive record. Since its inception in 1996 the fund has returned 11.52% versus 5.72% for the S&P 500. The 10 yr performance is 11.47% versus 3.51% for the Russell 2000.
As always when I conduct an interview I look for reader input. Our conversation will especially be focusing on dividends in the small cap world. Once I conduct the interview I will post it on GuruFocus.
For anyone who wants to submit questions for Jay Kaplan, please submit them here in the comments or me via email jacobwolinsky(at)gmail.com with Jay Kaplan in the subject line.
You can ask Jay about other topics besides dividends but Royce Funds requests that no questions be asked about specific stock holdings.
Note: I will be on vacation for about a week and a half starting next week, so I will not be posting the interview(or any articles) until early or mid April. However, I request the questions come sooner so I can prepare the interview quicker.
Thanks!
