Insights: Investment Approach | Royce Funds

    An Introduction to Royce's Deep Value Strategy

    by Bill Hench

    What you need to know about Royce's turnaround-focused deep value strategy. ... Continue reading

    Investment Approach

    How to Account for Risk in a High-Quality Approach

    by David Nadel

    How does a high-quality approach deal with risk at the security and portfolio levels?  

    Investment Approach

    How a Deep Value Approach Is Succeeding in a Growth Market

    by Bill Hench

    Portfolio Manager Bill Hench explains his deep value strategy's ongoing strength and how he finds opportunities name by name.

    Investment Approach

    How Does This Royce Portfolio Manager Find New Ideas?

    by Jay Kaplan

    Portfolio Manager Jay Kaplan discusses how he builds his portfolios and the lessons he has learned throughout his career.

    Investment Approach

    Why Asset Allocators Should Consider International Small-Cap

    by David Nadel

    What might surprise investors about international small-caps?

    Investment Approach

    How Does Royce Incorporate ESG Factors into Our Investment Process

    by Chris Clark and Gunjan Banati

    Why is Royce & Associates incorporating ESG factors into our investment process?

    Investment Approach

    Where Is a Contrarian Finding Opportunities In a High-Priced Market?

    by Jay Kaplan

    Where is Portfolio Manager Jay Kaplan finding opportunities in a market near all-time highs?

    Investment Approach

    Is It Time for International Small-Cap?

    by David Nadel

    What's driving 2017’s high returns for international small-caps?

    Investment Approach

    Why Investment Discipline Matters

    by Bill Hench

    Portfolio Manager Bill Hench provides a detailed look into his investment approach and discipline.

    Investment Approach

    Chuck Royce's Unique Approach to Financials

    by Chuck Royce

    Chuck Royce details where he sees opportunities in the financial sector.

    Investment Approach

    How Does a Deep Value Investor Find New Ideas and Manage Risk?

    by Bill Hench

    As a deep value investor, how does Portfolio Manager Bill Hench find overlooked opportunities and manage risk?

    Investment Approach

    How to Manage Risk in a Bull Market

    by Jay Kaplan

    Learn how a contrarian investor manages risk in a bull market.

    Investment Approach

    Why is Chuck Royce Bullish on Industrials?

    by Chuck Royce

    Chuck Royce on why he sees so many opportunities in the industrial sector.

    Investment Approach

    Why is Portfolio Manager Charlie Dreifus Bullish About His Portfolio?

    by Charlie Dreifus

    Where is absolute value investor Charlie Dreifus finding opportunities in the market?

    Investment Approach

    The Art of Analyzing A Company's Moat

    Many portfolio managers analyze company moats, but adding a predictive framework is key.

    Investment Approach

    Is Now The Time For A Deep Value Strategy?

    by Bill Hench

    Portfolio Manager Bill Hench describes what’s making his deep value strategy work in 2016.

    Investment Approach

    Positioning a Deep Value Strategy for Further Success

    Portfolio managers Buzz Zaino and Bill Hench worked to position these Royce Funds so they could benefit from the deep value stocks they focus on.

    Investment Approach

    A Contrarian Approach to Small-Cap Retailers

    by Jay Kaplan

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

    Investment Approach

    The Benefits of a Lower Volatility Strategy in an Uncertain Market

    by Jay Kaplan

    What are the benefits of a lower volatility strategy in an uncertain market, and why might dividend-paying companies be attractive?

    Investment Approach
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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

    Featured Funds

    By Mark Rayner, David Nadel
    By Bill Hench

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    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

     

    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

    Featured Funds

    By Mark Rayner, David Nadel
    By Bill Hench

    All Funds2

     

    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

     

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