Royce Small-Cap Fund—3Q24 Update and Outlook

Portfolio Managers Lauren Romeo, Jay Kaplan, Steven McBoyle, Andrew Palen, and Miles Lewis update investors on how our flagship portfolio, Royce Small-Cap Fund, performed in 3Q24 while Co-Chief Investment Officer Francis Gannon offers a constructive long-term outlook for the Fund.
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Investment Focus

The Prospects for Extended Small-Cap Outperformance

by Chuck Royce and Francis Gannon

Chuck Royce and Co-CIO Francis Gannon discuss a terrific quarter for small-caps, why expanding market breadth is good for small-cap stocks, and two high-confidence holdings.

Market Perspective

3Q24 Small-Cap Recap

by Francis Gannon

Small-Caps Rising

Market Perspective

Quarterly Small-Cap Equity Factor Review—3Q24

QTD and YTD Factor Performance

Small-Cap Research

Four Key Holdings in Our Small-Cap Opportunistic Value Strategy

Portfolio Managers Brendan Hartman, Jim Harvey, Jim Stoeffel, and Assistant Portfolio Manager Kavitha Venkatraman discuss four key positions that exemplify their theme-driven investment approach.

Investment Focus

Tech Talk: Joe Hintz on 3 Core Small-Cap Holdings

Portfolio Manager Joe Hintz talks about how current volatility in Information Technology is creating long-term opportunities in Royce Small-Cap Total Return Fund.

Investment Focus
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Barron's Q&A with Chuck Royce

Chuck Royce and Reshma Kapadia look back on his legendary career and forward to the renewed prospects for small-cap leadership.

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Our People

  • 15Years at Royce
  • 31Years of Experience

Jim Stoeffel
Portfolio Manager, Principal

Jim Manages

+2 more Funds

Contact Information

General Information (800) 221-4268

Media Contact
John Davis
E-mail John
(212) 508 4594

Barrons-q-a-with-chuck-royce

Barron's Q&A with Chuck Royce

Chuck Royce and Reshma Kapadia look back on his legendary career and forward to the renewed prospects for small-cap leadership.

Access the Full Article

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

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