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Archived material may contain dated performance, risk and other information; please view returns as of the most recent quarter end and month end. Due to changing circumstances over time, statements made in archived material may or may not have continued applicability or relevance in today's environment. Any thoughts concerning market movements and future prospects for small-company stocks are solely those of Royce & Associates, LLC, and, of course, there can be no assurance with regard to future market movements. Small- and micro-cap stocks may involve considerably more risk than larger-cap stocks.

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      • Joanne NewgardJoanne Newgard
        Director of Client Services & Media Relations


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

    2. Making Headlines

      Whitney George Shares His Small-Cap Experience with Value Investor Insight

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      Royce Co-Chief Investment Officer, Portfolio Manager and Managing Director, Whitney George, reveals his investment strategy in the Value Investor Insight article "Staying Power".

      The in-depth interview covers examples of companies Whitney is interested in today, why he is slow to fall in love with a stock, and why small-caps require even greater focus on margin of safety.

      "We believe our edge is in bringing a formidable amount of knowledge and experience to a part of the stock market that is not always well understood or effectively followed."

      Having a long-term time horizon of three to five years is an added edge as it gives Royce managers the ability to buy companies that are out of favor due to lackluster short-term outlooks. As Whitney points out in the article, "It's a good deal easier to know what's likely to happen than to know precisely when it's going to happen."

      go pdf Download a PDF of the article

      Important Disclosure Information


      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.

      Whitney George is Co-Chief Investment Officer, Portfolio Manager and Managing Director of Royce & Associates, LLC, investment adviser for The Royce Funds. Mr. George's thoughts in this interview concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements.

      Distributor: Royce Fund Services, Inc.

       

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  • © 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.