Royce’s Annual Special Equity Webcast
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Royce's Annual Special Equity Webcast Replay

Portfolio Managers Charlie Dreifus and Steven McBoyle joined Senior Investment Strategist Steve Lipper to discuss the rationale for their strategy’s relatively high current cash levels and why they see undervalued opportunities in select Materials stocks.

 They answered key questions about their portfolios, including:

  • What’s an effective way to use this distinctive, conservative small-cap strategy in a client’s portfolio?
  • Does your current high level of cash suggest you are cautious about the market’s direction?
  • What are you finding attractive about your recent investment in Materials stocks?



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