Are Investors At Odds With Reality?
Co-CIO Francis Gannon looks to psychology to explain why investor preferences remain stubbornly at odds with synchronized global economic growth. See … Read more
Co-CIO Francis Gannon looks to psychology to explain why investor preferences remain stubbornly at odds with synchronized global economic growth. See … Read more
Portfolio Manager Chuck Royce and Co-CIO Francis Gannon review 1Q18 and detail why they still favor profitable small-cap cyclicals with … Read more
Royce CEO Chris Clark details why the emerging environment may be favorable for active strategies. See 2017 Hedge Fund Letters. … Read more
Co-CIO Francis Gannon explains that, while global markets remain volatile, the earnings picture remains both strong and promising. Check out … Read more
PM Buzz Zaino talks about housing industry’s post-Financial Crisis recovery and how that’s created opportunities for his deep value strategy. … Read more
Co-CIO Francis Gannon talks about why he thinks select small-cap cyclicals looks so well positioned to lead in the months … Read more
Portfolio Manager Jay Kaplan talks about the changing airline industry and two small-cap carriers that have drawn his interest. Check … Read more
PM Buzz Zaino discusses the appeal of the industry dynamics in semiconductor and semiconductor capital equipment companies for his deep value … Read more
2017 was a terrific year for stocks across much of the globe—yet it was also a seemingly odd year, playing … Read more
A good year for equities, 2017 also looked a little strange at first… It was a terrific year for stocks … Read more
Co-CIO Francis Gannon on why too many companies with high leverage and/or no earnings make the Russell 2000 Index look risky. … Read more
Portfolio Manager Steven McBoyle on what worked in our quality—or “premier”—strategy in 2017 and what may be in store in … Read more
Portfolio Manager Chuck Royce and Co-CIO Francis Gannon look at what’s most interesting about the current small-cap market cycle. Francis … Read more
Portfolio Manager David Nadel discusses how he manages risk in his international small-cap portfolio. Why use a Quality at a … Read more
How was the deep value strategy first developed? The deep value strategy at Royce was started by Buzz Zaino about … Read more