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.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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