Entities

Royce Investment Partners

Royce Investment Partners is a small-cap equity specialist that offers distinctive investment strategies with unique risk-return profiles designed to meet a variety of investors' needs. Founded in 1972, Royce has been considered as one of the industry's most experienced smaller-company stock pickers. Royce's strategies have focused on active, risk-conscious investing driven by deep, fundamental company research. The firm manages both U.S. and international portfolios for individual investors, financial advisors and institutions.

ABOUT ROYCE INVESTMENT PARTNERS

  • Royce Investment Partners specializes in actively managed strategies that invest in the broad and diverse small-cap universe with unparalleled knowledge and experience gained through over five decades of investing.

  • The firm primarily focuses on investing in small-cap and micro-cap companies. They also offer a range of mutual funds and separate account portfolios to individual and institutional investors.

  • Royce Investment Partners is a specialist investment manager of Franklin Templeton Investments.


ROYCE STRATEGIES

  • Global Small-Cap Premier Quality. 

Invests in small-cap companies that have the potential for competitive advantage, high returns on capital, and a sustainable franchise.

  • International Small-Cap Premier Quality. 

Invests in a limited number of non-U.S. small-cap companies with competitive advantages, high and consistent returns on invested capital.

  • Small-Cap Opportunistic Value. 

Invests in a highly diversified portfolio of small-cap companies with low P/B and P/S ratios.

  • Small-Cap Premier Quality. 

Invests in small-cap companies with discernible competitive advantages, high and consistent returns on invested capital, and sustainable franchises.

  • Small-Cap Quality Value. 

Invests in small-cap companies with an attractive combination of quality and value with the goal of delivering competitive upside performance and notable down market outperformance.

  • Small-Cap Special Equity. 

Invests in small-cap companies with an absolute value approach that attempts to combine classic value analysis, the identification of good businesses, and accounting cynicism.