Tag Archive for 'charles royce'

The Royce Funds’ Jay Kaplan On Small-Caps, Value Investing, Dividends And More

Jay Kaplan’s Bio from Roycefunds.com Jay S. Kaplan, CFA, is a Portfolio Manager and Principal for Royce & Associates, LLC, investment adviser to The Royce Funds. He serves as Portfolio Manager for Royce Capital Fund—Small-Cap Portfolio, co-manages Royce Value Fund with Whitney George, and Royce Dividend Value Fund with Chuck Royce. He also serves as [...]

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Jacob Wolinsky Interviews David Nadel Portfolio Manager Of Royce Global Select Fund And Co-Portfolio Manager Of Royce Global Value Fund

Royce Funds are a family of approximately 20 funds devoted to small cap value investing. Nearly all the funds have far outperformed their indices (the Russell 2000), since their inception. The family of funds was started by legendary value investor Charles Royce over 35 years ago. The Royce Funds has recently opened a few funds [...]

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RE: Care to give me a hand?
Sovereign investment funds
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David Nadel of Royce Funds

Royce Funds are a family of nearly approximately 20 funds devoted to small cap value investing. I am amazed how practically all their funds beat their respective indexes by wide margins. If this feat does not disprove the Efficient Market Hypothesis I do not know what does. The family of funds was started by Charles [...]

More on this topic (What's this?)
Sovereign investment funds
RE: Care to give me a hand?
MUTUAL FUND FLOWS SUPPORT A BULLISH THESIS
Read more on Mutual Funds at Wikinvest
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Wisdom From The Royce Funds Part I : Interview With Guru Charles Royce

I am a shareholder in several Royce Funds, and receive their newsletters periodically. I like to follow what is happening at the fund family to gain better insight into small cap value investing. I hope to start a regular series with useful updates from the newsletters. For the first of my series I will sum up [...]

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