Small-Cap Opportunistic Value Strategy—4Q22 Update and Outlook

by Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman

Portfolio Managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Assistant Portfolio Manager Kavitha Venkatraman recap 2022 and detail their confident long-term outlook for our Small-Cap Opportunistic Value Strategy.
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Investment Focus

Small-Cap Premier Quality Strategy—4Q22 Update and Outlook

by Lauren Romeo and Steven McBoyle

Co-Lead Portfolio Managers Lauren Romeo and Steven McBoyle discuss 4Q22’s upswing, a bearish 2022, and their confident long-term outlook for the Small-Cap Premier Quality Strategy.

Investment Focus

Royce Pennsylvania Mutual Fund—4Q22 Update and Outlook

by Chuck Royce, Lauren Romeo, Jay Kaplan, Steven McBoyle, Andrew Palen, and Miles Lewis

Lead Portfolio Manager Chuck Royce and Portfolio Managers Lauren Romeo, Jay Kaplan, Steven McBoyle, Andrew Palen, and Miles Lewis update investors on how our flagship portfolio, Royce Pennsylvania Mutual Fund, performed in 4Q22 and in the highly challenging year of 2022 while offering their confident long-term outlook.

 

Investment Focus

Why Better Days for Small Cap May Be Ahead

by Chuck Royce and Francis Gannon

Portfolio Manager Chuck Royce and Co-CIO Francis Gannon look at the volatile 4Q22, the bear market, and why they’re confident that small cap has better days ahead.

Market Perspective

4Q22 Small-Cap Recap

by Francis Gannon

A volatile quarter caps a bearish year

Market Perspective

What Will Surprise Investors in 2023?

by Chuck Royce, Lauren Romeo, Jim Stoeffel, and Miles Lewis

Portfolio Managers Chuck Royce, Lauren Romeo, Jim Stoeffel, and Miles Lewis weigh in on what investors may be missing as we head into next year.

Market Perspective
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death-of-equities

The Death of Equities?

Even the savviest market observers can be forgiven for believing that stocks, if not dead, were rapidly losing ground to other investment options at the time this piece was originally written.

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News

January 31Francis Gannon on the Next Small-Cap Cycle
January 27Francis Gannon on Small-Cap’s Bright Prospects
January 26Royce Small-Cap Special Equity Fund Is One of Morningstar’s “All Weather Funds”
January 25December Diagnostics for Royce Closed-End Funds

About Royce Investment Partners

Small-cap specialists since 1972.

Our People

  • 13Years at Royce
  • 29Years 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

death-of-equities

The Death of Equities?

Even the savviest market observers can be forgiven for believing that stocks, if not dead, were rapidly losing ground to other investment options at the time this piece was originally written.

Read More

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

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