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The investment seeks long-term growth of capital. The fund invests it’s assets primarily in equity securities of small-cap companies that the advisor believes are trading below its estimate of their current worth. It invests at least 80% of its net assets in equity securities of small-cap companies, under normal circumstances.
Name | Title | Since | Until |
---|---|---|---|
Jay S. Kaplan | Portfolio Manager | 2003 | Now |
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. | ||
Lauren Romeo | Portfolio Manager, Principal | 2008 | 2015 |
Biography | Lauren A. Romeo, CFA, is a Portfolio Manager and Principal for Royce & Associates, LP, investment adviser to The Royce Funds. Ms. Romeo manages Royce Small-Cap Leaders Fund. She also serves as Portfolio Manager for Royce Premier Fund and Royce Pennsylvania Mutual Fund (both with Chuck Royce as Lead Portfolio Manager). She serves as an Assistant Portfolio Manager for Royce Value Trust, a closed-end fund. She has 25 years of investment industry experience. Ms. Romeo joined Royce & Associates in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an A | ||
W. Whitney George | Portfolio Manager | 2001 | 2014 |
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. |
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