Jay Kaplan

Jay Kaplan

Portfolio Manager at Royce & Associates

Location
Greater New York City Area
Industry
Investment Management

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Jay Kaplan's Overview

Current
Past
  • Portfolio Manager at Prudential Investments
  • Portfolio Manager at Prudential Financial
  • Systems Analyst - Philip Morris International at Altria
Education
Connections

402 connections

Websites

Jay Kaplan's Summary

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

Jay Kaplan's Experience

Portfolio Manager

Royce & Associates

Public Company; 51-200 employees; Investment Management industry

November 2000Present (14 years)

Portfolio Manager - Royce Capital Small Cap Fund
Portfolio Manager - Royce Value Fund
Co-Portfolio Manager - Royce Dividend Value Fund
Co-Portfolio Manager - Royce Total Return Fund
Assistant Portfolio Manager - Royce Pennsylvania Mutual Fund

Portfolio Manager

Prudential Investments

Public Company; 10,001+ employees; PRU; Financial Services industry

19882000 (12 years)

Portfolio Manager

Prudential Financial

Public Company; 10,001+ employees; PRU; Financial Services industry

19882000 (12 years)

Systems Analyst - Philip Morris International

Altria

Public Company; 10,001+ employees; MOI; Consumer Goods industry

19851987 (2 years)

Senior Consultant

Andersen Consulting

Public Company; 10,001+ employees; ACN; Information Technology and Services industry

19821985 (3 years)

Jay Kaplan's Skills & Expertise

  1. Valuation
  2. Management
  3. Alternative Investments
  4. Series 7
  5. Portfolio Management
  6. Equities
  7. Trading
  8. Investments
  9. Mutual Funds
  10. Credit Analysis
  11. Equity Research
  12. Analysis
  13. Bonds
  14. Private Placements
  15. Mergers & Acquisitions
  16. Financial Services
  17. Securities
  18. High Yield
  19. Financial Structuring
  20. Hedge Funds
  21. Financial Modeling
  22. Capital Markets
  23. Financial Analysis
  24. Bloomberg
  25. Asset Management
  26. Equity Valuation
  27. Fixed Income

View All (27) Skills View Fewer Skills

Jay Kaplan's Education

State University of New York at Binghamton

BS, Computer Science ,Math, Economics

19781982

Activities and Societies: WHRW Radio, ACE Board of Directors

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