Steve Lipper | Royce

Steve Lipper, CFA®

Senior Investment Strategist, Managing Director, & President, RFS

Background

Steve oversees the production of published research at Royce, which focuses on the small cap asset class and the firm’s investment strategies. He provides regular commentary on Royce’s current views on the small cap market as well as areas where Royce’s portfolio managers see opportunities. He also authors research that examines historical tendencies in long-term small cap performance and identifies factors that have affected returns through a variety of market environments. Steve serves as a key resource for Royce’s clients, addressing questions about the firm’s investment strategies. Steve joined Royce in 2014 and began his investment career in 1985. He is also the President of Royce Fund Services.

Prior to joining the firm in 2014, Steve worked for Lord, Abbett & Co. LLC from 2004-2014, serving most recently as a member of the Investment Committee where he was responsible for overseeing the Asset Allocation Strategy Funds. From 2001-2004, he was Executive Vice President, Private Client Services at Reuters after working in various roles at Lipper Analytical Services from 1988-2001, including Senior Vice President and Analyst. Mr. Lipper holds a bachelor’s degree in Economics from the Wharton School of Business at the University of Pennsylvania. He is a CFA® charterholder.

  • 7Years at Royce
  • 36Years of Experience
Steven  Lipper

Funds

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