Insights: Fund Focus | Royce Funds

    Charlie Dreifus On How He Manages Cash Levels

    by Charlie Dreifus

    PM Charlie Dreifus details recent performance and updates for Royce Special Equity Fund. ... Continue reading

    Fund Focus

    Finding Opportunities Amid International Economic Weakness

    by David Nadel

    David Nadel discusses three international small-cap holdings and how our Quality at a Reasonable Price strategy has performed recently.

    Fund Focus

    PM Bill Hench on Opportunities for Royce’s Deep Value Strategy

    by Bill Hench

    Bill Hench details where he is finding opportunities in an uncertain economy.

    Fund Focus

    High-Quality Opportunities in International Small-Cap Stocks

    by Mark Rayner

    PM Mark Rayner discusses Brexit and details the opportunities created by 4Q18’s steep decline.

    Fund Focus

    Manager Commentaries

    Twice a year, our Fund Manager Commentaries give you a detailed look at their portfolio’s performance, positioning, prospects, and opportunities.

    Fund Focus

    Chuck Royce On 5 Quality Premier Companies

    by Chuck Royce

    Chuck Royce explains how he managed Royce’s high-quality approach during the decline and where he is finding opportunities in the current market.

    Fund Focus

    Jay Kaplan On Total Return in 2018: A Tale Of Two Markets

    by Jay Kaplan

    PM Jay Kaplan discusses his perspective on our small-cap dividend value approach and his outlook going forward.

    Fund Focus

    Lauren Romeo on 4 Small-Caps with Quality Fundamentals

    by Lauren Romeo

    PM Lauren Romeo discusses finding opportunities in the recent downturn and what she likes about four current holdings.

    Fund Focus

    How A Cautious Manager Is Handling A High Priced Market

    by Charlie Dreifus

    Charlie Dreifus discusses his self-governing discipline around cash and how changing consumer behavior has affected his picks in that area.

    Fund Focus

    Bill Hench on Updates and Opportunities For Royce’s Deep Value Strategy

    Bill Hench on additions to our Deep Value team, his view of the small-cap market, and where he’s been finding opportunities.

    Fund Focus

    David Nadel on What’s Driving International Small-Cap Performance

    David Nadel discusses holdings in Japan, Australia, and the U.K. while offering his long-term perspectives for international small-caps and our Quality at a Reasonable Price (‘QARP’) approach.

    Fund Focus

    10 Questions with Chuck Royce

    by Chuck Royce

    Chuck Royce discusses how the firm’s flagship portfolio blends quality-focused, valuation-sensitive, micro-cap, and special situation themes.

    Fund Focus

    Why Quality Is the Central Concern for PM Mark Rayner

    by Mark Rayner

    As the pace of global growth continues to slow, Mark discusses why our Quality at a Reasonable Price (“QARP”) strategy is focused squarely on fundamental quality in international small-cap stocks.

    Fund Focus

    Portfolio Allocation Brief: Royce Opportunity In Different Market Regimes

    by Steve Lipper

    Senior Investment Strategist Steve Lipper discusses performance trends for Royce’s Deep Value Strategy.

    Fund Focus

    Buzz Zaino Discusses Stepping Down From Opportunity Fund

    by Buzz Zaino

    Portfolio Manager Buzz Zaino discusses our Deep Value approach and why he’s stepping down as portfolio manager.

    Fund Focus

    Steven McBoyle On Premier’s Performance Pendulum

    by Steven McBoyle

    Portfolio Manager Steven McBoyle discusses the dichotomy between a strong economy and performance for economically sensitive sectors.

    Fund Focus

    PM Jay Kaplan’s Outlook and Perspective for Total Return

    by Jay Kaplan

    Portfolio Manager Jay Kaplan explains how the market’s behavior is leading him to be more cautious.

    Fund Focus

    David Nadel on the Effects of Geopolitics, Brexit, and Tariffs

    by David Nadel

    Portfolio Manager David Nadel talks about the effects of Brexit, tariffs, and how he gains exposure to Russia.

    Fund Focus

    Royce Premier Fund: What a Change in the Market Might Mean

    by Steve Lipper

    Senior Investment Strategist Steve Lipper looks at the historical performance patterns for our Premier Quality strategy.

    Fund Focus

    Lauren Romeo on 4 Premier Quality Small-Caps

    by Lauren Romeo

    PM Lauren Romeo describes the potential advantages of increased volatility and details what she likes about four current holdings.

    Fund Focus

    Charlie Dreifus updates investors on Royce Special Equity

    by Charlie Dreifus

    Charlie recaps the first quarter and looks at the signs he’s observed that suggest a small-cap market ready to shift.

    Fund Focus

    Bill Hench on Deep Value Opportunities

    by Bill Hench

    Bill Hench recaps the first quarter and discusses the industries that are attracting his attention.

    Fund Focus

    How Increased Volatility Is Creating International Opportunities

    by David Nadel

    David Nadel discusses a Fintech holding from Australia and how his strategy navigated the volatile first quarter.

    Fund Focus

    Charlie Dreifus Thanks Investors for Their Support

    by Charlie Dreifus

    To help mark 20 years managing Royce Special Equity Fund, Charlie Dreifus highlights that he’s grateful to have helped individuals meet their investment needs.

    Fund Focus

    Charlie Dreifus Celebrates 20 Years on Royce Special Equity Fund and 50 Years on Wall Street

    by Charlie Dreifus

    Charlie Dreifus celebrates 20 years managing Royce Special Equity Fund and 50 years on Wall Street while looking at the biggest changes he’s seen during these years.

    Fund Focus

    What’s the Secret Sauce behind Royce’s Premier Quality Strategy?

    by Steven McBoyle

    PM Steve McBoyle discusses the attributes that make our Premier Quality Strategy distinctive.

    Fund Focus

    An Introduction To Royce's Premier Quality Strategy

    by Steven McBoyle

    PM Steven McBoyle on the attributes that differentiate Royce's high-quality "premier" small-cap strategy.

    Fund Focus

    Why PM Mark Rayner Says, “Stay Invested” in International Small-Caps

    by Mark Rayner

    Portfolio Manager Mark Rayner discusses the recent volatility in the global equity markets and how it’s impacting Royce International Premier Fund.

    Fund Focus

    Why Buzz Zaino Feels at Home With Housing Stocks

    by Buzz Zaino

    PM Buzz Zaino talks about housing industry’s post-Financial Crisis recovery and how that’s created opportunities for his deep value strategy.

    Fund Focus

    What a Small-Cap Value Veteran Likes about Technology

    by Buzz Zaino

    PM Buzz Zaino discusses the appeal of the industry dynamics in semiconductor & semiconductor capital equipment companies for his deep value strategy.

    Fund Focus

    Jay Kaplan: A Review and Outlook for Our Small-Cap Dividend Strategy

    by Jay Kaplan

    Portfolio Manager Jay Kaplan explains why a growing global economy could mean good things for our small-cap dividend value strategy.

    Fund Focus

    2017 Small-Cap Review and Outlook

    2017 was a terrific year for stocks across much of the globe—yet it was also a seemingly odd year, playing out much differently than we thought it would.

    Fund Focus

    PM Steven McBoyle’s Overview and Outlook for Our Quality Strategy

    PM Steven McBoyle reveals what worked in our quality—or “premier”—strategy in 2017

    Fund Focus

    Why Royce International Premier Now?

    by David Nadel

    Portfolio Manager David Nadel explores the positioning and outlook for his high-quality international small-cap portfolio and discusses some of the companies that fit his approach.

    Fund Focus

    International Premier: How to Uncover Quality in Int'l Small-Caps

    by David Nadel

    Portfolio Manager David Nadel explores key reasons to consider investing in international small-caps.

    Fund Focus

    How a Deep Value Approach Is Outperforming in a Growth-Led Market

    by Buzz Zaino

    What’s helping Buzz Zaino's deep value approach work well so far in 2017?

    Fund Focus

    Outlook and Opportunities in Premier Small-Caps

    by Steven McBoyle

    Portfolio Manager Steven McBoyle describes the attributes behind his quality approach and looks at what’s next for small-caps.

    Fund Focus

    Why Was 2016 a Great Year for Opportunity Fund?

    by Bill Hench

    Portfolio Manager Bill Hench explains what drove the strong performance in 2016.

    Fund Focus

    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

    Royce Total Return Fund 2016 Review and Outlook

    by Jay Kaplan

    Portfolio Manager Jay Kaplan shares his outlook for Royce Total Return Fund and examines the Fund's year-to-date 2016 performance.

    Fund Focus

    What Does Increased M&A Activity Signal?

    by Jay Kaplan

    What is Portfolio Manager Jay Kaplan’s take on the first quarter’s increase in small-cap M&A activity?

    Fund Focus

    Outlook for Active Investors Amid Tepid Economic Growth

    by Charlie Dreifus

    Portfolio Manager Charlie Dreifus on worldwide economic progress, the current investment environment, and the outlook for his small-cap portfolio.

    Fund Focus

    Royce Special Equity Fund: Performance Turnaround and Investment Opportunities

    by Charlie Dreifus

    Portfolio Manager Charlie Dreifus looks at the factors that contributed to a stronger first-quarter performance for his small-cap portfolio.

    Fund Focus

    3 Questions for Chuck Royce on Pennsylvania Mutual Fund

    by Chuck Royce and Steve Lipper

    A close look at Royce Pennsylvania Mutual Fund's first-quarter performance and the rotation to small-cap value.

    Fund Focus
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    Fund Manager Commentaries

    By Mark Rayner, David Nadel
    By Bill Hench
    By Jay Kaplan, Chuck Royce, Lauren Romeo, Steven McBoyle
    By Lauren Romeo, Chuck Royce, Steven McBoyle
    By Charlie Dreifus, Steven McBoyle
    By Jay Kaplan, Chuck Royce
    View Fund Performance

    My Funds

     

    By Jay Kaplan, Chuck Royce, Lauren Romeo, Steven McBoyle
    By Lauren Romeo, Chuck Royce, Steven McBoyle

     

     

    By Charlie Dreifus, Steven McBoyle
    By Jay Kaplan, Chuck Royce

     

     

    By Mark Rayner, David Nadel
    By Bill Hench
    By Jay Kaplan, Chuck Royce, Lauren Romeo, Steven McBoyle
    By Lauren Romeo, Chuck Royce, Steven McBoyle
    By Charlie Dreifus, Steven McBoyle
    By Jay Kaplan, Chuck Royce
    View Fund Performance

    My Funds

     

    By Jay Kaplan, Chuck Royce, Lauren Romeo, Steven McBoyle
    By Lauren Romeo, Chuck Royce, Steven McBoyle

     

     

    By Charlie Dreifus, Steven McBoyle
    By Jay Kaplan, Chuck Royce

     

    All Funds

     

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