Jag Sriram Joins Royce Investment Partners—Royce
article 07-02-2020

Jag Sriram, CFA®, Joins the Firm as Senior Analyst, Director of Strategic Research

We’re pleased to announce Jag Sriram is joining the investment team at Royce Investment Partners as a Senior Analyst, Director of Strategic Research focusing on nontraditional research into small-cap companies.


July 1, 2020— Jag Sriram, CFA®, has joined Royce Investment Partners as a Senior Analyst, Director of Strategic Research focusing on nontraditional research. He will work across our small-cap investment strategies, bringing a unique lens to understanding the ecosystems in which companies operate while assessing their business cultures in order to enhance enterprise conviction. Before coming to Royce, he worked as a Senior Vice President at Olesen Value Fund. Prior to that, he was a Vice President at Patriarch Management.

Royce has a longstanding commitment to nontraditional research, which supplements our more traditional fundamental research by uncovering analytical insights that deepen investment convictions. We believe Jag’s investigative intelligence, which is gathered from competitors, suppliers, former employees, and subject matter experts in order to understand businesses from a long-term owner’s perspective, will make him an important addition to our investment team.

“We are thrilled to have Jag join Royce as we believe he is an insightful and diligent analyst whose research will enrich our team,” said Royce’s CEO, Chris Clark. “As our third experienced investment professional to be hired this year, his arrival highlights that even in these challenging times, we are committed to adding skilled professionals to our firm."

Mr. Sriram holds a bachelor’s degree in electronics and communication engineering from the University of Madras, India. He also has a master of business administration degree with an emphasis in finance from New York University’s Stern School of Business. He is a CFA® charter holder and a member of the CFA® Institute.

Royce Investment Partners, investment adviser to The Royce Funds, is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing U.S., global and international micro-cap, small-cap and small/mid-cap strategies portfolios for more than 45 years.

Important Disclosure Information

This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money. Smaller-cap stocks may involve considerably more risk than larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.)



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