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      • Joanne NewgardJoanne Newgard
        Director of Client Services & Media Relations


        Contact (800) 562-0880 or joanne@roycefunds.com

    2. Commentary

      Conference Call Replay: Co-CIO Whitney George Sizes up the New Bear Market

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      Co-CIO Whitney George

      Press play button on left to listen to call

      On August 9, Co-CIO Whitney George participated in Legg Mason's Market Update Conference Call for Financial Advisors, hosted by Matt Schiffman, Head of Global Marketing for Legg Mason. The call also featured Chief Investment Officers: Hersh Cohen or ClearBridge Advisors and Steve Walsh of Western Asset Management.

      The audio replay features Whitney's thoughts on the dramatic events of the last few days, Royce's perspective on the current environment and the investment opportunities being created in this highly volatile market.

      A few of Whitney's thoughts from the call:

      "Clearly over history if you enter the market during a correction or bear market, your experience is going to be a lot better than if you come in at the tail end of a bull market."

      "This correction or bear market has created absolute valuations that for us historically have produced great three- and five-year results... following their purchase"

      "Given the returns that we've had for the last ten years and any belief whatsoever in mean reversion, one could make the case that the next ten years is going to be a lot better at least in nominal terms."

      Important Disclosure Information

      The thoughts expressed are solely those of the person speaking and may differ from those of other Royce investment professionals, or the firm as a whole. There can be no assurance with regard to future market movements.

       

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