Jag Sriram

Evaluator
DISC Type : CDs

Assistant Portfolio Manager at Royce Investment Partners

United States

Overview

Jag Sriram is an Assistant Portfolio Manager at Royce Investment Partners, where he supports the Royce Total Return and Dividend Value Funds. His expertise lies in deep fundamental analysis and investigative research for small-cap value investments, backed by an MBA from NYU Stern and a CFA charter.

He has a keen interest in the micro-cap investing community, actively participating in discussions and sharing insights on investment philosophy. His background spans private equity, where he managed a portfolio of middle-market companies, and structured finance, where he was a credit analyst at S&P.

His career path is unique, having successfully transitioned from analyzing structured credit and working in private equity to focusing on public small-cap markets.

Personality Overview

Thorough Evaluator

Fast But Analytical

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Small-Cap Value
Co-manages two small-cap value funds at Royce, focusing on deep fundamental analysis and investigative research to find compelling investments.
Dividend Investing
As a manager of the Royce Dividend Value Fund, he has a professional focus on identifying companies that generate consistent shareholder returns.
Investigative Research
His investment philosophy is built on conducting thorough, investigative research to understand a company's true value beyond surface-level metrics.

Media Appearances

Jag has no verified media appearances

Work History

8-2024
Assistant Portfolio Manager at Royce Investment Partners
7-2020 - 8-2024
Senior Analyst and Director of Strategic Research at Royce Investment Partners
3-2014 - 7-2020
Senior Vice President at Olesen Value Fund LP
7-2011 - 3-2014
Vice President at Patriarch Partners
8-2005 - 6-2011
Associate Director at S&P

Education

2000 - 2003
Master of Business Administration from NYU Stern School of Business
2006 - 2008
CFA from CFA Institute

More Information

Social Presence :

Prographics :

Exp : 21 Location : United States Job Level : Middle Designation : Assistant Portfolio Manager at Royce Investment Partners
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Insights For Selling To Jag

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jag is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Jag

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Jag move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Jag take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Jag

Personality Compatibility


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