Small-Cap Opportunistic Value Strategy—4Q24 Update and Outlook

Lead Portfolio Manager Brendan Hartman, Portfolio Managers Jim Stoeffel and Jim Harvey, and Assistant Portfolio Manager Kavitha Venkatraman detail how our Small-Cap Opportunistic Value Strategy performed in the fourth quarter and in 2024 while updating investors on their optimistic outlook.
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Investment Focus

Royce Small-Cap Total Return—4Q24 Update and Outlook

Lead Portfolio Manager Miles Lewis, Portfolio Manager Joe Hintz, and Assistant Portfolio Manager Jag Sriram update investors on a strong quarter while offering a cautiously confident outlook.

Investment Focus

The Case for Small-Cap and 4 Key Holdings

by Chuck Royce and Francis Gannon

Chuck Royce and Co-CIO Francis Gannon look at the promising forecast for small-cap earnings and discuss 4 high-conviction companies.

Market Perspective

4Q24 Small-Cap Recap

by Francis Gannon

Small-Caps Roll On

Market Perspective

What’s in Store for Small-Caps in 2025?

Portfolio Managers Lauren Romeo, Miles Lewis, Brendan Hartman, and Co-CIO Francis Gannon look at what might be next for small-caps as we head into next year.

Investment Focus

Three Small-Cap Growth Stories in Payments Processing

PM Chip Skinner details what he likes about the payment acceptance and processing industry and discusses three key holdings in the category.

Investment Focus
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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.

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Our People

  • 15Years at Royce
  • 29Years of Experience

Brendan Hartman
Portfolio Manager, Principal

Brendan Manages

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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