- Discover what we are thinking about the equity markets and the small-cap asset class, as well as value and growth investing.
The Valuation Challenge: Inexpensive Quality Remains Plentiful in Small-Cap
Quality is not only plentiful within the small-cap universe, but it is also attractively valued right now across the market cap spectrum.
Cyclicality Is Our Friend: Market Downturns Can Build Better Future Returns
The small-cap downturn in 2011 was no fun, but downturns are neither unusual nor unprecedented. More important, in our view they remain key components in building higher long-term returns.
Silver Demand Creates Small-Cap Opportunities
Royce examines the silver-to-gold ratio, how silver could shine whether the economy faces inflation, stagflation or biflation, and how its demand is keyed by growing industrial uses.
Why Our Love Affair With Dividends Is Still Going Strong
We have long maintained that dividends can be an integral part of a successful long-term investment strategy in the small-cap asset class.
The Case For Active Management
Beating the market doesn't come easy, but some managers find a way over the long term.
Is Gold the Latest Investment Bubble?
We recently attended the Denver Gold Conference in Colorado. It felt not unlike an internet-company conference circa 1998 and made us ask the difficult question: is gold investment in the bubble phase? We don’t think so, but we’re happy to debate it.
Absolute Focus: Three Hallmarks of Our Value Approach
We believe that our absolute return focus provides the greatest opportunity to build wealth.
Cornerstones of our Value Approach
A look at our security selection process including the balance sheet, cash flow and cap rate.
Quality Recognizes No Borders: Royce's Global/International Funds
We have found that quality is a truly international concept, an idea that recognizes no borders.
Small Talk: 20 Questions with Co-CIOs Chuck Royce and Whitney George
Co-CIOs Chuck Royce and Whitney George discuss what they believe sets Royce's investment style apart.
Small-Cap: The Evergreen Asset Class
Our choice of a benchmark reflects the need for broad representation across an asset class.
Commitment. Discipline. Consistency.
A complete overview of our background, disciplined approach, selection process and investment team.
The Royce Fund Guide
Designed to help you better understand both the different approaches and the common ground among our funds.
Trading at Royce & Associates
The trading function is an integral part of our investment process and one of our key competitive strengths.This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money. The Royce Funds invest primarily in securities of mid-cap, small-cap and micro-cap stocks that may involve considerably more risk than investments in securities of larger-cap companies (see Primary Risks for Fund Investors in the prospectus).2012
05-01-2012 Whitney George on Consuelo Mack WealthTrack
04-19-2012 Morningstar calls Royce Special Equity Multi-Cap a "Promising Newcomer"
04-09-2012 Morningstar: "Recession Ready" Mentions Royce Special Equity Fund
04-02-2012
Royce Opportunity Fund's Bill Hench on Fox Business News03-28-2012 Morningstar Q&A "Dividends a Powerful Theme for the Future" with PM Charlie Dreifus
03-23-2012 Seeking Alpha Points to Royce Micro-Cap Fund
03-22-2012 Seeking Alpha Highlights Royce Special Equity Multi-Cap as "Attractive"
03-09-2012 Royce Premier Fund Honored with Lipper Award
02-23-2012
Chuck Royce Featured on Consuelo Mack WealthTrack02-22-2012 Royce Total Return Fund Manager Jay Kaplan in SmartMoney
02-21-2012 Whitney George Shares His Small-Cap Experience with Value Investor Insight
02-15-2012
Chuck Royce's Outlook for 2012 Webcast Replay02-06-2012 TheStreet: Royce Global Value Fund and Foreign Small-Caps
02-01-2012
Fox Business News: Royce Value Fund's Jay Kaplan01-12-2012 Morningstar: Royce Value Fund Packs Strong Potential
01-12-2012 Morningstar: Investors in Royce Low-Priced Stock Fund Have Plenty to Like
01-09-2012 USA Today: Chuck Royce Talks Financial Services
01-06-2012 Seeking Alpha: David Nadel Is Positioned for 2012
01-04-2012 Morningstar on Royce Special Equity Multi-Cap Fund: Charlie Dreifus' New Fund Starts Strong
01-03-2012
David Nadel Talks Europe and Global Investing on CNBC01-03-2012
Bloomberg TV: Jay Kaplan's Small-Cap Outlook01-03-2012
Royce Opportunity Fund's Bill Hench on Fox Business News01-03-2012
Frank Gannon Talks Volatility and Opportunity on BNN2011
12-22-2011 Morningstar: Analyst Report for Royce Premier Fund
12-22-2011 Morningstar: Royce Micro-Cap Fund – A Solid Choice for Exposure to the Smallest Companies
12-22-2011 Morningstar Analyst Report for Royce Special Equity Fund
12-19-2011 Morningstar Analyst Report for Royce Value Fund
12-19-2011 Money 70 List Features Royce Pennsylvania Mutual, Special Equity, and Value Plus Funds
12-12-2011 Investopedia: There's A CEF For That mentions Royce Focus Trust
12-06-2011 Royce Opportunity Fund's Buzz Zaino Shares His Optimism About 2012 With Reuters
12-05-2011
Portfolio Manager Jay Kaplan Discusses Small-Cap Stocks on Bloomberg12-05-2011 Morningstar Highlights Royce Pennsylvania Mutual Fund
12-02-2011 Morningstar: Royce Total Return Fund Is "A Solid Option"
11-23-2011
Royce Total Return's Jay Kaplan Discusses Value Investing with CNBC11-23-2011 SmartMoney asks David Nadel "Which Way Is Gold Heading?"
11-22-2011
Portfolio Manager Frank Gannon Discusses Volatility on CNBC's Street Signs11-21-2011 Royce Special Equity Multi-Cap Fund cited by SmartMoney for Fighting Volatility
11-07-2011 Morningstar on Royce Micro-Cap Fund
11-03-2011
Royce Dividend Value Fund's Jay Kaplan on Fox Business News10-31-2011 Morningstar looks at risk/reward statistics and Royce Special Equity Fund
10-27-2011 Money 70 List Features Royce Special Equity, Pennsylvania Mutual and Value Plus Funds
10-26-2011
Bloomberg TV Talks Global Small-Caps with David Nadel10-25-2011 Morningstar: "Despite some racier qualities, Royce Premier can still roll with the punches"
10-18-2011
Royce Opportunity Fund's Bill Hench on Fox Business News10-11-2011 Morningstar Q&A with Royce SMid-Cap Value's Steve McBoyle
10-06-2011 Reuters Praises Royce Portfolio Managers' Investments in Their Own Funds
10-03-2011
Chuck Royce Shares His Small-Cap Strategy and Investment Outlook on Bloomberg TV09-30-2011 Morningstar picks Royce Special Equity Fund for Core-and-Explore Investors
09-21-2011
Jay Kaplan Talks About Quality Small-Cap Stocks on Fox Business News09-21-2011 Despite Debt Woes, Intrepid Investors, Including David Nadel, Are Heading to Europe Anyway
09-20-2011 David Nadel is Still Bullish on Gold Mining Companies
09-15-2011 Buzz Zaino Shares His Enthusiasm With Barron's
09-12-2011 Money Adds Royce Value Plus Fund to Small-Stock Funds List
09-09-2011 Morningstar Selects Royce Special Equity Fund For Its Employee 401(k)
09-01-2011
David Nadel on Consuelo Mack Wealthtrack09-01-2011 Royce Opportunity Fund On Forbes' Honor Roll
08-26-2011 Associated Press Cites Royce Special Equity Fund's Low Volatility
08-26-2011 Royce Value Trust Highlighted By The Motley Fool
08-23-2011 SmartMoney Cites Royce Value Trust
08-19-2011 Value Line: Royce Finding Opportunities in Technology
08-18-2011 Seven Royce Funds Cited In Kiplinger's Mutual Fund Special Report
08-17-2011
PM Bill Hench Talks With Fox Business About Small-Caps and Investing in a Wild Market08-10-2011 Morningstar: Royce Total Return Fund's Low-Risk Design Has Delivered During Down Markets
08-04-2011 Morningstar Cites Royce Value Fund's Investment Process, Consistency, Performance
08-02-2011 Morningstar: Royce Pennsylvania Mutual Fund's Stockpicking Has Made It Remarkably Consistent
07-28-2011 Morningstar: Royce Global Value Fund Is A Worthy Contender In Its Niche
07-27-2011 Morningstar: Royce Low-Priced Stock Fund Poised to Continue Its Winning Streak
07-25-2011 The Motley Fool Cites Charlie Dreifus' Active Management Style
07-18-2011 Morningstar: It's Good To See Royce Special Equity Fund Jog While Its Rivals Sprint
07-12-2011 Royce Special Equity Multi-Cap Fund Added to Morningstar 500
06-29-2011 Investment News: Royce Aligns Shareholder and Manager Interests
06-20-2011
Bill Hench Talks With FOX Business About Stock Picking and Where He Sees Opportunities Now06-17-2011 Morningstar Cites Royce Premier Fund Among Favorites
06-16-2011 Money Highlights Royce Total Return Fund
06-15-2011
David Nadel To CNBC's Bill Griffeth: "Dividends Are Crucial To Investors' Portfolios"06-08-2011 GuruFocus Calls Chuck Royce "A Legendary Small-Cap Investor"
06-01-2011
PM Jay Kaplan Talks Small-Caps on Fox Business05-27-2011 Money: Opportunities In Dividend-Paying Small-Caps
05-25-2011 Morningstar: This Mutual Fund Is On Top Of The World
05-20-2011 Royce Value Fund Makes USA Today's List
05-20-2011 OnWallStreet Features Royce in "Global Fund Leaders Rack Up Big Gains"
05-17-2011 S&P Applauds Royce Global Value Fund
05-17-2011 Preferred Shares of Royce Value Trust, Royce Micro-Cap Trust Cited by Seeking Alpha
05-15-2011 Kiplinger's Highlights Royce European Smaller Companies Fund
05-13-2011
Jay
Kaplan Talks With CNBC About Small-Caps05-13-2011 Morningstar Cites Royce Special Equity Fund Among "Great Mutual Funds"
05-06-2011
David Nadel: Global Investing is a Mega-Trend05-06-2011
David Nadel Talks With CNBC About Outlook On Japan -
©
Royce & Associates, LLC, 745 Fifth Avenue, New York, NY 10151, (800) 221-4268. All rights reserved. Distributor of The Royce Fund and Royce Capital Fund: Royce Fund Services, Inc., a wholly owned subsidiary of Royce & Associates. The Royce Funds are offered and sold only to persons residing in the United States and are offered by prospectus only. The prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing. View our Policies & Procedures, including, among others, our Sarbanes-Oxley Code of Ethics, Privacy Policy and Proxy Voting Guidelines and Procedures.
