Royce & Associates

Royce & Associates is a prominent investment management firm based in New York City, specializing in small-cap equity strategies for both individual and institutional investors. With a history spanning over four decades, the firm has established itself as a pioneer in small-cap investing, focusing on identifying undervalued companies with strong growth potential. Their investment approach emphasizes rigorous fundamental research and a bottom-up analysis of potential investments.

The firm's investment strategies are designed to cater to a diverse range of investors, offering various vehicles such as open-end mutual funds, closed-end funds, and separately managed accounts. Royce & Associates employs a disciplined investment process that combines deep company research with a focus on risk management, aiming to deliver consistent, long-term performance. Their portfolio management team is dedicated to maintaining a high level of transparency and communication with clients, ensuring that investment decisions align with clients' financial goals and risk tolerance.

Over the years, Royce & Associates has built a strong track record of success, managing assets across multiple investment strategies. Their commitment to small-cap investing has been recognized within the industry, and they continue to uphold a reputation for delivering value to their clients through active, risk-conscious investing. The firm's philosophy centers on the belief that small-cap companies can offer unique opportunities for growth and value creation, and they strive to capitalize on these opportunities through meticulous research and strategic investment decisions.