Royce Pennsylvania Mutual Fund—4Q21 Update and Outlook

by Chuck Royce, Jay Kaplan, and Andrew Palen

Lead Portfolio Manager Chuck Royce and Portfolio Managers Jay Kaplan and Andrew Palen update investors on how our flagship portfolio, Royce Pennsylvania Mutual Fund, performed in 4Q21 and 2021 as a whole while offering their confident outlook for 2022.
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Investment Focus

Opportunistic Value Strategy—4Q21 Strategy Update and Outlook

by Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman

The portfolio management team for our opportunistic value strategies is led by Portfolio Managers Jim Stoeffel, Brendan Hartman, and Jim Harvey, along with Assistant Portfolio Manager Kavitha Venkatraman. Here, the team details how the strategy performed and updates clients on their outlook.

Investment Focus

Premier Quality Strategy—4Q21 Update and Outlook

by Chuck Royce, Lauren Romeo, and Steven McBoyle

Lead Portfolio Manager Chuck Royce and Portfolio Managers Lauren Romeo, CFA® and Steven McBoyle update investors on how our Small-Cap Premier Quality Strategy performed and detail their optimistic outlook for 2022.

Investment Focus

Can Small-Caps Beat Inflation?

by Chuck Royce and Francis Gannon

After a successful 2021, Chuck Royce and Francis Gannon opine on where we are in the small-cap cycle, detail their confidence in small-cap value’s prospects, and more.

Market Perspective

4Q21 Small-Cap Recap

by Francis Gannon

A fourth-quarter advance capped a positive year for small-cap stocks, but can they overtake large-caps in 2022?

Market Perspective

PM Roundtable: 2022 Small Cap Outlook

by Chuck Royce, Jay Kaplan, and Andrew Palen

On 12/15/21, Senior Investment Strategist Steve Lipper welcomed Portfolio Managers Chuck Royce, Jay Kaplan, and Andrew Palen to discuss their outlook and highest conviction ideas for 2022 in a discussion that focused on our flagship portfolio, Royce Pennsylvania Mutual Fund.

Investment Focus
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News

  Why a Rotation May Be Coming: Francis Gannon on Yahoo Finance

Small cap's fourth quarter ended a strong year, but can the asset class beat inflation? Francis Gannon explains on Yahoo Finance.

Read More

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News

January 06Why a Rotation May Be Coming: Francis Gannon on Yahoo Finance
January 04November Diagnostics for Royce Closed-End Funds
December 30Inflation and International Opportunities: Francis Gannon on Money Tree Podcast
December 27The Case for Small-Cap Value: Miles Lewis on Asset TV’s Small-Cap Masterclass

About Royce Investment Partners

Small-cap specialists since 1972.

Our People

  • 12Years at Royce
  • 26Years of Experience

Contact Information

General Information (800) 221-4268

Media Contact
John Davis
E-mail John
(212) 508 4594

miles-lewis
News

  Why a Rotation May Be Coming: Francis Gannon on Yahoo Finance

Small cap's fourth quarter ended a strong year, but can the asset class beat inflation? Francis Gannon explains on Yahoo Finance.

Read More

My Funds

Personalize Your Site
Which funds do you want to follow?

Add Funds

Fourth Quarter 2021

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