How a Quality Small-Cap Is Picking Up the M&A Pace, With an Assist from Private Equity Sellers

Portfolio Manager Steven McBoyle talks Quaker Houghton, a long-time holding that is not only executing well in a challenging environment but is also acting as an acquiror from private equity sellers that need liquidity.
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Investment Focus

Four 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 of four key positions.

Investment Focus

Private Exit?

by Francis Gannon

Co-CIO Francis Gannon looks at how the shifting dynamics within private equity can enhance active small-cap management.

CIO Small Talk

How Small-Cap Premier Quality Investing Works

Portfolio Manager Lauren Romeo talks about three key holdings, how she became a small-cap quality investor, and what company qualities matter most to her.

Investment Focus

A ‘Cool’ Way to Invest in AI

Senior Analyst Zachary Weiss details the thesis for a holding in Royce Premier Fund that can benefit from increasingly strict HVAC regulations and the growing need for cooling in AI-heavy data centers.

Investment Focus

Miles Lewis Celebrates Five Years as Portfolio Manager of Royce Small-Cap Total Return Fund

Miles Lewis talks about his investment style, the importance of a team-based approach, and how he came to Royce to manage Royce Small-Cap Total Return Fund.

Investment Focus
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miles-lewis-in-forbes

Forbes Profiles Miles Lewis

Miles Lewis spoke with William Baldwin about the current small-cap market and six key holdings.

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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

miles-lewis-in-forbes

Forbes Profiles Miles Lewis

Miles Lewis spoke with William Baldwin about the current small-cap market and six key holdings.

View Article

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

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