Special Equity in WSJ's "7 Things Investors Should Watch For in 2016."
article 02-09-2016

Special Equity in WSJ's "7 Things Investors Should Watch For in 2016."

The Wall Street Journal on 2/8/16 featured a piece by Michael A. Pollock, "7 Things Investors Should Watch For in 2016" that mentioned Royce Special Equity Fund, which Charlie Dreifus manages.

The piece looks at the rough start to 2016 and looks at what investors might do in the midst of especially unpredictable markets. Pollock then lists "seven domestic and global events… and how investors might want to play them."

Item number four is “Volatility and shifting sentiment” and lists a number of funds that use a conservative strategy and that consistently pay or raise dividends.

In discussing Special Equity Fund, the article quotes Daniel Culloton, associate director of fund analysis at Morningstar Inc., who describes Charlie as a “very meticulous stock picker with very high standards who delves into the accounting of all the companies he wants to own and will avoid sectors he thinks he can’t understand well.”

Charlie also manages Royce Special Equity Multi-Cap Fund, which applies this same investment discipline to a broader market-capitalization range: a significant portion of its assets may be invested in mid-cap and large-cap companies with market capitalizations of more than $5 billion.

Read the article here

Important Disclosure Information

This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money. Royce Special Equity Fund invests primarily in small-cap stocks which may involve considerably more risk than investing in larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.) As of 12/31/15, the Fund invested a significant portion of its assets in a limited number of stocks, which may involve considerably more risk than a more broadly diversified portfolio because a decline in the value of any of these stocks would cause the Fund’s overall value to decline to a greater degree.

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