Jared Overlee

Senior Client Portfolio Manager at The Royce Funds

Jared Overlee, CAIA, CIMA®, currently serves as a Senior Client Portfolio Manager and Regional Investment Specialist at Royce Investment Partners since May 2021. Prior experience includes a role as Vice President and Account Manager at PIMCO from October 2012 to May 2021, as well as positions such as Senior Associate at PIMCO and Mutual Fund Sales Consultant at Janus Capital Group. Earlier in his career, Jared held the role of Internal Wholesaler at Sun Life Financial and worked as a Custody Fund Accountant at State Street. Jared Overlee earned a Bachelor of Science in Business Administration and Management from the University of Vermont, graduating in 2007.

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The Royce Funds

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Royce Micro-Cap Trust, Inc. (the Fund) is a diversified closed-end investment company. The Fund invests primarily in micro-cap securities. The Fund invests in a range of sectors, including information technology, software, technology hardware, and storage.


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