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

    Our Case for Active Management

    Our focus has always been on seeking to provide our shareholders with above-average long-term results on both an absolute and risk-adjusted basis—not on beating our respective benchmarks.

    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

    The Contrarian View of Small-Cap Industrials

    Portfolio Manager Steven McBoyle and Senior Investment Strategist Steve Lipper discuss the attributes of industrial companies they find attractive, in an area many investors are overlooking.

    Investment Approach

    Examining an Absolute Value Approach

    by Charlie Dreifus

    Portfolio Manager Charlie Dreifus provides a look at his absolute value approach.

    Investment Approach

    Bill Hench Sees a Deep Value Opportunity in Industrial Manufacturing

    by Bill Hench

    Why do industrial manufacturing companies interest Portfolio Manager Bill Hench?

    Investment Approach

    A Look Into a Contrarian Value Approach

    by Jay Kaplan

    A contrarian value investor, Portfolio Manager Jay Kaplan shares what distinguishes his approach.

    Investment Approach

    Signs of a Market Rotating Back to Value

    by Francis Gannon and Chris Clark

    Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannon, discuss the performance turnaround in the first quarter and how we've positioned our business for a return to normalization.

    Investment Approach

    Understanding The Royce Funds' 1Q16 Performance

    by Steve Lipper

    With a strong performance across The Royce Funds lineup in the first quarter, Senior Investment Strategist Steve Lipper examines the value, core, and growth funds.

    Investment Approach

    The Royce Funds Show Shift, Outperform YTD

    by Chris Clark and Francis Gannon

    Royce's Co-CIOs Chris Clark and Francis Gannon on The Royce Funds' recent performance turnaround.

    Investment Approach

    What's Working in the Current Market?

    by Jay Kaplan

    Portfolio Manager Jay Kaplan looks at three holdings in the trucking and transport industry, which is bucking the market's downward trend in 2016.

    Investment Approach

    Seizing Opportunities When the Market Pulls Back

    by Chip Skinner

    Portfolio Manager Chip Skinner looks at the current volatile market and explains how a GARP investor tries to take advantage of market corrections.

    Investment Approach
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    Fund Manager Commentaries

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