Royce Small-Cap Special Equity Fund—3Q25 Update and Outlook

Portfolio Manager Charlie Dreifus updates investors on how our Small-Cap Special Equity Strategy performed in 3Q25.
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Investment Focus

What’s Working in Small-Cap Growth Investing?

PM Chip Skinner recaps recent performance for Royce Smaller-Companies Growth Fund before giving his perspective on the current small-cap landscape.

Investment Focus

Small-Cap Opportunistic Value Strategy—3Q25 Update and Outlook

Lead Portfolio Manager Brendan Hartman, Portfolio Managers Jim Stoeffel and Jim Harvey, and Assistant Portfolio Manager Kavitha Venkatraman discuss the success of our Small-Cap Opportunistic Value Strategy in 3Q25 and year-to-date through 9/30/25 while offering investors a constructive outlook.

Investment Focus

The Royce Roundtable: Risks and Opportunities in AI—and Elsewhere

Portfolio Manager Joe Hintz and Assistant Portfolio Manager Tim Hipskind join CEO and Co-CIO Chris Clark and Co-CIO Francis Gannon to discuss AI’s impact on the small-cap market and why earnings strength can sustain recent small-cap leadership.

Market Perspective

3Q25 Small-Cap Recap

by Francis Gannon

Small-Caps Are (Finally!) on Top.

Market Perspective

Five Theme-Based Holdings in Our Small-Cap Opportunistic Value Strategy

The portfolio management team of Royce Small-Cap Opportunity Fund—Brendan Hartman, Jim Harvey, Jim Stoeffel, and Kavitha Venkatraman—delve into the investment thesis for five key positions.

Investment Focus
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francis-gannon-in-barrons

Co-CIO Francis Gannon Interviewed in Barron's

Francis Gannon recently spoke to Paul R. La Monica of Barron’s about the current small-cap rally.

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  • 21Years at Royce
  • 32Years of Experience

Lauren Romeo, CFA®
Portfolio Manager, Principal

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francis-gannon-in-barrons

Co-CIO Francis Gannon Interviewed in Barron's

Francis Gannon recently spoke to Paul R. La Monica of Barron’s about the current small-cap rally.

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My Funds

Personalize Your Site
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