Small-Cap Opportunistic Value Strategy—3Q25 Update and Outlook

Lead Portfolio Manager Brendan Hartman, Portfolio Managers Jim Stoeffel and Jim Harvey, and Assistant Portfolio Manager Kavitha Venkatraman discuss the success of our Small-Cap Opportunistic Value Strategy in 3Q25 and year-to-date through 9/30/25 while offering investors a constructive outlook.
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Investment Focus

The Royce Roundtable: Risks and Opportunities in AI—and Elsewhere

Portfolio Manager Joe Hintz and Assistant Portfolio Manager Tim Hipskind join CEO and Co-CIO Chris Clark and Co-CIO Francis Gannon to discuss AI’s impact on the small-cap market and why earnings strength can sustain recent small-cap leadership.

Market Perspective

3Q25 Small-Cap Recap

by Francis Gannon

Small-Caps Are (Finally!) on Top.

Market Perspective

Five Theme-Based Holdings in Our Small-Cap Opportunistic Value Strategy

The portfolio management team of Royce Small-Cap Opportunity Fund—Brendan Hartman, Jim Harvey, Jim Stoeffel, and Kavitha Venkatraman—delve into the investment thesis for five key positions.

Investment Focus

Four Small-Caps with Premier Qualities

Co-Lead Portfolio Managers Lauren Romeo and Steven McBoyle, along with Assistant Portfolio Manager Andrew Palen, talk about four key holdings with what they think are high-quality attributes.

Investment Focus

A Micro-Cap Moment?

Micro-cap stocks have been on a tear following the market’s early April lows, and Portfolio Manager Jim Stoeffel and Assistant Portfolio Manager Andrew Palen use a multi-discipline long-term investment approach in this high risk/high reward asset class.

Investment Focus
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Co-CIO Francis Gannon Interviewed in Barron's

Francis Gannon recently spoke to Paul R. La Monica of Barron’s about the current small-cap rally.

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Our People

  • 16Years at Royce
  • 32Years 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

francis-gannon-in-barrons

Co-CIO Francis Gannon Interviewed in Barron's

Francis Gannon recently spoke to Paul R. La Monica of Barron’s about the current small-cap rally.

View Article

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

Third Quarter 2025

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