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Overview

Royce Investment Partners logo

Fund description

Invests primarily in global small-cap stocks that Royce believes are “premier” small-cap companies, those with discernible competitive advantages, high returns on invested capital, and a sustainable franchise. Global small cap companies are those similar in size to companies in the MSCI All Country World (ACWI) Small Cap Index.

Reasons to invest

  • Small Cap Opportunities: Focuses on leading quality companies, those with low debt, the ability to generate excess cash flow, and attractive prospects that are selling at prices Royce believes do not fully reflect these attributes.
  • Low Research Coverage: Many global small cap stocks have little or no analytical coverage from brokerage firms, potentially increasing the opportunity to find high quality companies selling at valuations that Royce believes understates their true worth.

Portfolio Managers

Lauren Romeo, CFA®

New York, United States

Managed Fund Since 2021

Mark Fischer

New York, United States

Managed Fund Since 2021

Steven McBoyle

New York, United States

Managed Fund Since 2021

Evan W Choi, CFA®

United States

Managed Fund Since 2025

Performance

Portfolio

Portfolio Holdings

Distribution

All fund distributions will vary depending upon current market conditions, and past distributions are not indicative of future trends.

Pricing

       

Documents

Documents not Available