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Ftgf Royce Us Small Cap Opportunity Fund Class F Us$ Accumulating (0P0000S5K8)
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357.580
+2.820
+0.79%
20/12 - Closed. Currency in USD
Type:
Fund
Market:
Ireland
Issuer:
Franklin Templeton International Services S.à r.l.
ISIN:
IE00B3Z95S59
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 972.81M
Legg Mason Royce US Small Cap Opportunity Fund Cla
357.580
+2.820
+0.79%
- Overview
- Profile
- Historical Data
- Holdings
Ftgf Royce Us Small Cap Opportunity Fund Class F Us$ Accumulating Overview
On this page you'll find an in-depth profile of Ftgf Royce Us Small Cap Opportunity Fund Class F Us$ Accumulating. Learn about the key management, total assets, investment strategy and contact information of 0P0000S5K8 among other information.
Investment Strategy
The Fund seeks to achieve long-term capital appreciation. The Fund invests at least 70% of its Net Asset Value in a diversified portfolio of equity securities issued by small-cap and micro-cap US Companies (i.e., US Companies with stock market capitalisations not greater than that of the largest company (based on market capitalisation) in the Russell 2000 Index at the time of its most recent reconstitution) that are listed or traded on Regulated Markets in the United States.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kavitha Venkatraman | - | 2021 | Now |
| Biography | Worked most recently at Alpine Peaks Capital (2020-October 2021). Prior to that, Ms. Venkatraman worked as an equity analyst for the previous ten years at Pzena Investment Management, Steinberg Asset Management, and Blackrock. | ||
| James Harvey | Portfolio Manager, Principal | 2021 | Now |
| 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. | ||
| James P. Stoeffel | Portfolio manager | 2021 | Now |
| Biography | James Stoeffel joined Royce in 2009 as a Portfolio Manager. Previously he was a Portfolio Manager for a long/short equity private investment vehicle which he co-founded with Messrs. Brown and Hartman (2008-2009), a Portfolio Manager and Investment Policy Committee member at CRM (2001-2008), Director of Research at Palisade Capital Management (1999-2001), Research Analyst and Vice President in Smith Barney's Emerging Growth Stock Research Group (1993-1999) and an Auditor for a number of companies in the financial services industry (1984-1992). | ||
| Brendan Hartman | Portfolio Manager, Principal | 2021 | Now |
| Biography | Brendan J. Hartman is a Portfolio Manager for Royce & Associates, LP, investment advisor to The Royce Funds. Mr. Hartman serves as Portfolio Manager for Royce Micro-Cap Fund and Royce Capital Fund – Micro-Cap Portfolio (both with James Stoeffel as Lead Portfolio Manager). He also serves as Assistant Portfolio Manager for Royce Low-Priced Stock Fund. He has 23 years of investment industry experience. Prior to joining Royce & Associates, he co-founded and managed a hedge fund for Rebus Partners. Prior to that he was employed by Cramer Rosenthal McGlynn, LLC (2001-2008) and served as Co-Manager for the Mid Cap, Smid Cap, 130/30 Fund, and CRM Partners LP funds. Additionally, he was a Senior Analyst, Equity Research with Donaldson, Lufkin & Jenrette (1997-2000). He began his career with Salomon Brothers (1996-1997) as an Equity Research Analyst. Mr. Hartman holds a bachelor’s degree from Lehigh University and a Master of Business Administration from New York University. 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. | ||
| Boniface A. Zaino | Senior Portfolio Manager | 2021 | 2021 |
| Biography | Buzz Zaino is a managing director and senior portfolio manager of Royce & Associates, LLC. Prior to joining Royce in 1998, he was employed by Trust Company of the West (TCW), where he was the group managing director of the TCW Value Added Funds. | ||
| Suzanne Franks | Associate Portfolio Manager | 2018 | 2021 |
| Biography | Suzanne Franks is associate portfolio manager of the Small Cap strategy. Prior to joining First Eagle in April 2021, Suzanne was assistant portfolio manager of the Small Cap Opportunistic Value strategy at Royce Investment Partners. Before that she founded Vivid Research Inc., an independent research boutique focused on companies facing opportunistic or event-driven catalysts. Previously, she was a principal and portfolio manager at Opportunity Research Group. Suzanne earned a BBA in finance, magna cum laude, from Texas A&M University and an MBA from The University of Chicago Booth School of Business. | ||
| Robert Kosowsky | Associate Portfolio Manager | 2018 | 2021 |
| Biography | Rob Kosowsky is associate portfolio manager of the Small Cap strategy. Prior to joining First Eagle in April 2021, Rob was assistant portfolio manager of the Small Cap Opportunistic Value strategy at Royce Investment Partners. Before that he held various analyst roles at Sidoti & Company, OFI Institutional Asset Management, Ballentine Partners and Thomson Financial. Rob earned a bachelor's degree in finance from Boston College and an MBA from Vanderbilt University, and he holds the Chartered Financial Analyst designation. | ||
| Bill Hench | - | 2006 | 2021 |
| Boniface A. Zaino | Senior Portfolio Manager | 2009 | 2018 |
| Biography | Buzz Zaino is a managing director and senior portfolio manager of Royce & Associates, LLC. Prior to joining Royce in 1998, he was employed by Trust Company of the West (TCW), where he was the group managing director of the TCW Value Added Funds. | ||
| Buzz Zaino | Portfolio Manager | 2002 | 2009 |
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