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The Fund aims to grow in value over a period of three years or more. There is no guarantee that the Fund will achieve its objective over this or any other time period. Capital invested is at risk and you may get back less than you paid in.
Name | Title | Since | Until |
---|---|---|---|
Lauren A. Romeo | Primary Portfolio Manager | 2010 | Now |
Biography | Lauren A. Romeo, CFA, is a Portfolio Manager, Principal for Royce Investment Partners. She manages portfolios in the firm’s Small-Cap Premier Quality and Multi-Discipline strategies. She serves as Portfolio Manager for Royce Premier Fund and Royce Pennsylvania Mutual Fund (both with Chuck Royce as Lead Portfolio Manager). She also manages a portfolio with Mark Rayner and Steven McBoyle in Royce’s Global Small-Cap Quality Premier strategy for Japanese investors, as well as two offshore funds that use a similar U.S. high-quality strategy. In addition, she and serves as an Assistant Portfolio Manager for Royce Value Trust, a closed-end fund. Ms. Romeo joined Royce Investment Partners in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an Analyst with Legg Mason Funds Management (2000-2001), and an Analyst with T. Rowe Price Group (1996-2000). Ms. Romeo holds a bachelor’s degree from the University of Notre Dame and a Master of Business Administration from the Wharton School of Business at the University of Pennsylvania. She is a Chartered Financial Analyst (CFA). | ||
Royce Associates | - | 2009 | 2010 |
Biography | Royce & Associates uses a value approach to manage small and micro-cap stocks in the US. Through careful analysis of each company, Royce ensures that the price it pays for a security is significantly below their appraisal of its current worth. | ||
W. Whitney George | Portfolio Manager | 2008 | 2009 |
Biography | W. Whitney George is Co-Chief Investment Officer, Managing Director and Vice President of Royce. Mr. George has been a Portfolio Manager at Royce since 2000 and has been employed by Royce since 1991. | ||
Charles M. Royce | Lead Portfolio Manager | 2004 | 2008 |
Biography | Royce is the Royce & Associates, LLC's President, Co-Chief Investment Officer and Portfolio Manager. Founded Royce in 1972. |
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