The Royce Roundtable: How the Volatile Market is Creating Opportunities

Portfolio Managers Brendan Hartman and Miles Lewis join CEO and Co-CIO Chris Clark and Co-CIO Francis Gannon to talk about how they’re positioning their portfolios in the current volatile market.
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Market Perspective

1Q26 Small-Cap Recap

by Francis Gannon

Small-Caps Showing Their Resilience Amid the Fog of War

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
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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

  • 28Years at Royce
  • 58Years of Experience

Charlie Dreifus, CFA®
Portfolio Manager, Managing Director

Charlie Manages

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

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