Strategies and Vehicles | Royce

Strategies

"Our goal is to deliver a great small-cap investment experience to each of our clients across all of our vehicles and strategies." - Chuck Royce, Founder

  • Overview
  • Our Vehicles
  • Engage With Us

Overview

Our Vehicles

  • Separate Accounts

  • Institutional Fund Share Classes

    • International Small-Cap Premier Quality

      International Premier

      Focuses on a limited number of "premier" non-U.S. small-cap companies (generally market caps up to $5 billion) with discernible competitive advantages, high returns on invested capital, and sustainable, moat-like franchises.

      Management
      Evan Choi, CFA®Mark Fischer
      Benchmark

      MSCI ACWI ex USA Small Cap Index

      Factsheet
    • Small-Cap Premier Quality

      Premier

      Small-cap core fund that seeks to invest in "premier" small-cap companies, those Royce sees having discernible competitive advantages, high returns on capital, and a sustainable franchise. Small-cap stocks' market caps are not greater than that of the largest stock in the Russell 2000® Index

      Management
      Lauren Romeo, CFA®Steven McBoyle
      Benchmark

      Russell 2000 Index

      Factsheet
    • Small-Cap

      Small-Cap

      One of the first open-end small-cap funds.

      Management
      Andrew PalenSteven McBoyleLauren Romeo, CFA®Miles Lewis, CFA®Francis GannonJay Kaplan, CFA®
      Benchmark

      Russell 2000 Index

      Factsheet
    • Small-Cap Opportunistic Value

      Small-Cap Opportunity

      Small-cap value fund that uses an opportunistic approach to invest in companies are categorized into themes: Turnarounds, Unrecognized Asset Values, Undervalued Growth, and Interrupted Earnings. Small-cap stocks' market caps are not greater than that of the largest stock in the Russell 2000® Index

      Management
      Kavitha VenkatramanJim Harvey, CFA®Brendan HartmanJim Stoeffel
      Benchmark

      Russell 2000 Value Index

      Factsheet
    • Small-Cap Special Equity

      Small-Cap Special Equity

      Small-cap value fund that looks for conservatively managed companies with transparent accounting that have a viable niche or franchise whose stock can be bought below its economic value. Small-cap stocks' market caps are not greater than that of the largest stock in the Russell 2000® Index

      Management
      Charlie Dreifus, CFA®Tim Hipskind, CFA®, CPASteven McBoyle
      Benchmark

      Russell 2000 Value Index

      Factsheet
    • Small-Cap Quality Value

      Small-Cap Total Return

      Small-cap value fund that invests primarily in capital-returning stocks with solid fundamentals. Small-cap stocks' market caps are not greater than that of the largest stock in the Russell 2000® Index

      Management
      Joseph Hintz, CFA®Miles Lewis, CFA®Jag Sriram, CFA®
      Benchmark

      Russell 2000 Value Index

      Factsheet
    • Smaller-Companies Growth

      Smaller-Companies Growth

      Small-cap growth fund that invests primarily in companies with above average revenue and/or earnings growth selling at prices that Royce believes do not fully reflect their prospects. Small-cap stocks market caps are not greater than that of the largest stock in the Russell 2000® Index.

      Management
      Chip Skinner, CFA®
      Benchmark

      Russell 2000 Growth Index

      Factsheet

  • Additional Vehicles

    Commingled LLC

    A small-cap opportunistic value strategy in a commingled fund for endowments, foundations, pension plans, and other institutional investors. Please contact our Institutional Client Service Team via email [email protected] or by phone at (800) 337-6923 for more information.

    UCITs

    Two sub-advised portfolios in small-cap opportunistic value and small-cap quality strategies available in UCITs structure through Franklin Templeton for non-US residents. For more information, please click here.

Engage With Us

Engage With Us

Discover why institutions choose to partner with us for their small-cap allocation needs. We offer several strategies in order to best fit your clients' needs. Each is available in vehicles suitable for Corporate and Public Pensions, Foundations, Endowments, and Family Offices.

When you partner with Royce, you can:
  • Schedule conference calls with our portfolio managers
  • Meet with portfolio specialists in our office or yours
  • Receive quarterly attribution and commentary online or via email
  • Subscribe to receive our latest small-cap insights
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