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The investment seeks long-term growth of capital and current income. Royce & Associates, LP ("Royce"), the fund's investment adviser, invests the fund's assets primarily in dividend-paying equity securities of companies with stock market capitalizations up to $15 billion that the advisor believes are trading below its estimate of their current worth. Normally, the fund invests at least 80% of its net assets in equity securities that produce dividend income to the fund, and at least 65% will be issued by companies with stock market capitalizations up to $15 billion at the time of investment.
Name | Title | Since | Until |
---|---|---|---|
Charles M. Royce | Lead Portfolio Manager | 2004 | Now |
Biography | Royce is the Royce & Associates, LLC's President, Co-Chief Investment Officer and Portfolio Manager. Founded Royce in 1972. | ||
Miles Lewis | Portfolio Manager, Principal | 2020 | 2022 |
Biography | Miles Lewis joined the firm in 2020. He was previously a portfolio manager (2014-2020) and investment analyst (2010-2014) for the Small-Cap Value Fund and Strategy at American Century Investments. Prior to that, he worked on debt restructurings at MBIA Insurance Corp. (2006-2008) and Chanin Capital Partners (2003-2006). Mr. Lewis holds a bachelor's degree in business administration from The College of William and Mary and a master's degree in business administration from the Johnson Graduate School of Management at Cornell University. He is a CFA® charter holder and a member of the CFA Institute. | ||
Jay S. Kaplan | Portfolio Manager | 2007 | 2021 |
Biography | Mr. Kaplan has been portfolio manager since 2011 and was previously assistant portfolio manager (2005-2011). His employer at Royce since 2000. Prior to joining the firm, he spent 12 years with Prudential Financial, most recently as a managing director and portfolio manager. | ||
James Harvey | Portfolio Manager, Principal | 2013 | 2016 |
Biography | James J. Harvey, CFA, is a Portfolio Manager and Principal for Royce & Associates, LP, investment adviser to The Royce Funds. He has 26 years of investment industry experience. Mr. Harvey serves as Portfolio Manager for Royce International Discovery Fund and as an Assistant Portfolio Manager for Royce Micro-Cap Trust, the only micro-cap closed-end fund. Mr. Harvey joined Royce & Associates in 1998 as an Analyst. He holds a bachelor’s degree from the State University of New York at Albany and a Master of Business Administration from New York University. He is a Chartered Financial Analyst (CFA). Royce & Associates, LP, investment adviser to The Royce Funds, is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing micro-cap, small-cap and small/mid-cap portfolios for more than 40 years. | ||
Francis D. Gannon | Senior Vice President | 2011 | 2014 |
Biography | Gannon joined Royce in 2006. Previously, he was a senior vice president and portfolio manager at AIG SunAmerica Asset Management(1995-2006). |
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