The Undiscovered Connection: Value-Led Periods and Active Management

by Steve Lipper

There seems to be a notable historical trend of active small-cap managers outperforming the Russell 2000 Index in periods when value stocks lead, while trailing the small-cap index when growth stocks lead. ...
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Research & Whitepapers

A Contrarian Approach to Small-Cap Retailers

by Jay Kaplan

Why is Jay Kaplan bullish on small-cap retail companies?

Investment Approach

Lauren Romeo on Today's Opportunities in Quality Small-Caps

Portfolio Manager Lauren Romeo talks about five key holdings and discusses sector and industry positioning.

Fund Focus

The Small-Cap Rally Is Broadening

by Francis Gannon

What's making this quarter so interesting for small-caps? Co-CIO Francis Gannon explains.

The Blog

How Are Leading Companies Adapting to a Low Return World?

Why is Portfolio Manager Steven McBoyle bullish on small-caps companies with the capacity to reinvest capital?

Market Perspective

3 Investment Ideas from Chuck Royce

by Chuck Royce and Francis Gannon

Why is Chuck Royce bullish on industrial automation, alternative asset managers, and select investment banks?

Market Perspective
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Big on Small.

Small-cap mutual funds for 40+ years.

FINANCIAL PROFESSIONAL WEBCAST

Will the Strong Small-Cap Rally Keep Rolling?

Chuck Royce tells Barron's why he's bullish on alternative asset managers and other financial services firms.

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News

September 28August Diagnostics for Royce Closed-End Funds
September 27Jay Kaplan Talks Small-Caps on MoneyLife with Chuck Jaffe
September 22Francis Gannon in Morningstar: "Is It Time to Get Small?"
September 13Jay Kaplan Joins Nightly Business Report to Talk Small-Caps

About Royce

Small-cap investing specialist offering mutual funds with unique investment approaches that address specific investment goals.

Our People

  • 16Years at Royce
  • 28Years of Experience

Jay Kaplan, CFA
Portfolio Manager, Principal

Jay Manages

+3 more Funds

Contact Information

General Information (800) 221-4268

Media Contact
Kristen Swenson
E-mail Kristen
(212) 508-4500

Big on Small.

Small-cap mutual funds for 40+ years.

FINANCIAL PROFESSIONAL WEBCAST

Will the Strong Small-Cap Rally Keep Rolling?

Chuck Royce tells Barron's why he's bullish on alternative asset managers and other financial services firms.

Read Now



My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

Upcoming Events

Financial Professional Webcast

October 5, 2016 3:00PM EDT

Will the Strong Small-Cap Rally Keep Rolling?

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Tax and Distribution Information

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