Author: Royce Funds

Image source: Wikimedia Commons

Chuck Royce On What You Need To Know About Small-Caps

Portfolio Manager Chuck Royce discusses 3Q17’s shift to value with Co-CIO Francis Gannon and what he expects next for small-caps. Francis Gannon: Chuck, it was an up-and-down third quarter. Rates bottomed somewhere around September 7th timeframe, and right around that […]

Image source: Wikimedia Commons

Strong Earnings For Small-Cap Cyclicals

Co-CIO Francis Gannon on the promising pace of small-cap earnings and what expanding global growth could mean for certain small-cap cyclicals. The pace of small-cap earnings continues to trend in a positive direction, with results in many cases exceeding expectations. Our […]

Image source: Wikimedia Commons

Where Are Small-Caps Headed Next?

Co-CIO Francis Gannon on the state of the current small-cap market, the prospects for value’s leadership, and why cyclical businesses with global exposure continue to look attractive. Where do you think we are in the small-cap market? I’ve been of […]

Will Amazon Kill All Retail?

Will Amazon Kill All Retail?

Portfolio Manager Charlie Dreifus looks at the impact of e-commerce and how it’s affected his investments in small-cap retailers. How has the growth of e-commerce affected how you invest in retail? Growth in e-commerce has certainly affected my investing overall, not […]

Photo by madmarv00

Resisting The Madness Of Crowds

Portfolio Manager Buzz Zaino discusses the importance of maintaining investment discipline in the face of investment manias and trends. Watch the video here. Steve Lipper: You’ve seen a number of manias through history, most of which haven’t worked out well […]