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.
Continue reading

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
Please swipe to view more

US-Small-Cap-Overview

U.S. Small-Cap Market Overview

The U.S. Small-Cap Market Overview is a collection of charts that provides key takeaways from the quarter.

This content is for Financial Professionals only

Read More

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

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

US-Small-Cap-Overview

U.S. Small-Cap Market Overview

The U.S. Small-Cap Market Overview is a collection of charts that provides key takeaways from the quarter.

This content is for Financial Professionals only

Read More

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

Research our firm with FINRA's BrokerCheck

Share:

Subscribe:

Sign Up

Follow: