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CLAIM SALE
11.17
+0.14
+1.27%
24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 165.47M
Royce Micro-Cap Invmt
11.17
+0.14
+1.27%
- Overview
- Profile
- Historical Data
- Holdings
Royce Micro-cap Fund Investment Class Overview
On this page you'll find an in-depth profile of Royce Micro-cap Fund Investment Class. Learn about the key management, total assets, investment strategy and contact information of RYOTX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund invests the fund's assets primarily in equity securities of micro-cap companies. Normally, the fund invests at least 80% of its net assets in equity securities of micro-cap companies. Although the fund normally focuses on securities of U.S. companies, it may invest up to 25% of its net assets (measured at the time of investment) in securities of companies headquartered in foreign countries.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Andrew S. Palen | - | 2024 | Now |
| Biography | Andrew S. Palen Portfolio Manager Employed by Royce since 2015 Assistant Portfolio Manager for: Royce Pennsylvania Mutual Fund Previously a Senior Analyst at Armistice Capital (2013-2015), a Summer Associate at UBS Global Management (2012), and an Associate at Comvest Partners (2008-2011). | ||
| James P. Stoeffel | Portfolio manager | 2015 | 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 | 2013 | 2024 |
| 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. | ||
| Robert Kosowsky | Associate Portfolio Manager | 2018 | 2018 |
| 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. | ||
| James Harvey | Portfolio Manager, Principal | 2015 | 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. | ||
| Chris E. Flynn | Portfolio Manager | 2015 | 2016 |
| Biography | • Portfolio manager, Employed by Royce since 1993 • Previously Senior Vice President in the Arbitrage Division of Donaldson, Lufkin & Jenrette (1989-1992) | ||
| Jenifer L. Taylor | Analyst | 2006 | 2016 |
| Biography | • Employed by Royce since 2000. • Previously Analyst at Credit Lyonnaise Securities (since 1999) and prior to that Analyst for the Special Situations Fund (1994-1999). | ||
| W. Whitney George | Portfolio Manager | 2009 | 2013 |
| 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. | ||
| David A. Nadel | Senior Portfolio Manager | 2007 | 2013 |
| Biography | David Nadel is a Senior Portfolio Manager for the Global Equities team at Invesco. In this role, he is focused on international small- and mid-company strategies. Mr. Nadel joined Invesco in 2019. Prior to joining the firm, he was a principal at The Royce Funds, where he founded and managed the firm’s international investing practice. During his 13-year tenure there, Mr. Nadel lead-managed an international small/mid-cap growth fund, and sole-managed a global small/mid-cap growth fund. Before joining Royce, he was an Institutional Investor-ranked analyst, and then managed international small/mid-cap strategies for Pequot Capital and Neuberger Berman. Mr. Nadel started his career in 1992 with Lazard Freres' mergers and acquisitions team, and worked in Hong Kong for Value Partners, a prominent hedge fund. Mr. Nadel earned an MBA from the Harvard Business School, an AM from Harvard University, and a BA degree, magna cum laude, from Williams College, where he was elected to the Phi Beta Kappa honor society | ||
| Charles M. Royce | Lead Portfolio Manager | 1991 | 2001 |
| Biography | Royce is the Royce & Associates, LLC's President, Co-Chief Investment Officer and Portfolio Manager. Founded Royce in 1972. | ||
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