Manager Commentaries

Twice a year, our Fund Manager Commentaries give you a detailed look at their portfolio’s performance, positioning, prospects, and opportunities.
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Investment Focus

Semiannual Letter: Now Showing: “The Sum of All Fears”

by Chuck Royce, Chris Clark, and Francis Gannon

Why all the current bad news may be good news for small-cap investors over the long run.

Market Perspective

Pounding the Table for Small-Caps

by Steve Lipper

Senior Investment Strategist Steve Lipper looks at why challenging times like the present can ultimately reward small-cap investors.

Strategist's Spotlight

Royce Pennsylvania Mutual Fund—2Q22 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 2Q22 and in the equally challenging first half of 2022 while offering their confident long-term outlook.

Investment Focus

Small-Cap Opportunistic Value Strategy—2Q22 Update and Outlook

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

Portfolio Managers Jim Stoeffel, Brendan Hartman, and Jim Harvey, along with Assistant Portfolio Manager Kavitha Venkatraman manage our Small-Cap Opportunistic Value portfolios. In this article, the team details how the Strategy performed and updates clients on their outlook.

Investment Focus

Small-Cap Premier Quality Strategy—2Q22 Update and Outlook

by Lauren Romeo and Steven McBoyle

Co-Lead Portfolio Managers Lauren Romeo and Steven McBoyle discuss a difficult absolute, but strong relative return 2Q22 and first half before detailing their optimistic long-term outlook for the Small-Cap Premier Quality Strategy.

Investment Focus
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francis-gannon
News

  Francis Gannon in The Wall Street Journal: Is Psychology Running the Market?

How can a long-term approach benefit small-cap investors in volatile times?

Read More

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News

August 09Miles Lewis in Barron’s on Why a Royce Holding Is more than a One-Trick Pony
August 09Francis Gannon in Reuters on Why Small-Cap Looks Attractive
August 09Charlie Dreifus on Consuelo Mack WealthTrack: Trying to Make Money by Losing Less
July 29June Diagnostics for Royce Closed-End Funds

About Royce Investment Partners

Small-cap specialists since 1972.

Our People

  • 18Years at Royce
  • 29Years of Experience

Lauren Romeo, CFA®
Portfolio Manager, Principal

Lauren Manages

Contact Information

General Information (800) 221-4268

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

francis-gannon
News

  Francis Gannon in The Wall Street Journal: Is Psychology Running the Market?

How can a long-term approach benefit small-cap investors in volatile times?

Read More

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

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