Jag Sriram in

Jag Sriram

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Assistant Portfolio Manager at Royce Investment Partners
📍 United States

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.

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Experience
21 Years
Current Role
Assistant Portfolio Manager
Job Level
Middle
Location
United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jag cares 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.
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Career

Work history

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

Media appearances

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Education
2000 - 2003
Master of Business Administration
NYU Stern School of Business
2006 - 2008
CFA
CFA Institute
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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