1Q26 Small-Cap Recap

by Francis Gannon

Small-Caps Showing Their Resilience Amid the Fog of War
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Market Perspective

This Infrastructure Company Is a Quality Compounder

Portfolio Manager Lauren Romeo makes the case for Arcosa, a Dallas-based company that provides infrastructure-related products and services.

Investment Focus

How Micro-Caps Can Stay on Top

Micro-cap stocks are leading the market off last April’s low, and Portfolio Manager Jim Stoeffel and Assistant Portfolio Manager Andrew Palen look at the factors that can help the asset class stay on top and discuss three holdings.

Investment Focus

Small-Caps Roll On Amid Increased Volatility

Co-CIO Francis Gannon discusses how small-caps remain market leaders even as volatility and uncertainty are on the rise.

CIO Small Talk

Why Banks, Snacks, and Sporting Goods Are Quality Value Opportunities

Lead Portfolio Manager Miles Lewis details why current conditions appear favorable for small-cap banks while offering the investment thesis for two non-bank holdings.

Investment Focus

Quality Small-Caps and the “Urge to Merge”

Portfolio Manager Steven McBoyle discusses how high-quality holdings in Royce Premier Fund are accelerating M&A activity, with an assist from private equity players looking for liquidity.

Investment Focus
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the-royce-exchangepodcast-growth-market-dynamics

Growth Market Dynamics

How are small-cap growth markets adapting to today’s global economic crosscurrents — and where are the most compelling opportunities emerging?

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Our People

  • 25Years at Royce
  • 37Years of Experience

Jay Kaplan, CFA®
Portfolio Manager, Principal

Jay Manages

+2 more Funds

Contact Information

General Information (800) 221-4268

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

the-royce-exchangepodcast-growth-market-dynamics

Growth Market Dynamics

How are small-cap growth markets adapting to today’s global economic crosscurrents — and where are the most compelling opportunities emerging?

Listen Now

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

First Quarter 2026

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