Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: The Royce Fund
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Royce Investment Partners
745 Fifth Avenue
New York, NY  10151
Google Maps

Contact
Main Phone: 212-208-4500
Web Site: http://www.roycefunds.com/default.asp

Mutual Fund Brand(s)
The Royce Fund

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On December 16, 2019, the Royce team unveiled their new DBA, Royce Investment Partners.

    Royce & Associates came into existence in 1972, when Charles Royce acquired Quest Advisory Corporation and gradually transformed it into a mutual fund company of his own. Small-cap value investing is the firm's core business, and has been since its inception.

    Royce has been a wholly owned, independent subsidiary of Legg Mason, Inc. since October 1, 2001, when Legg Mason acquired Royce for $115 million.

    Based in New York City, Royce moved into a new, larger office space at 745 Fifth Avenue in early 2009.

    Today, Royce offers 23 open-end mutual funds, all focused on small-cap value companies. The funds are divided into core, micro-cap/ opportunistic, core + dividends, global/ international, quality + focused, and qualified investor allocations. The firm's first fund, the Royce Pennsylvania Mutual Fund, was launched in 1972.
    Sponsored Opportunities



    Key People:
    Chuck Royce
    Chairman, Founder, PM, Royce Investment Partners
    Chris Clark
    CEO, Co-Chief Investment Officer, Royce Investment Partners
    John Denneen
    Managing Director, General Counsel, Royce Investment Partners
    Peter Hoglund
    Managing Director, Chief Financial & Administrative Officer, Royce & Associates, LLC
    Francis Gannon
    Managing Director, Co-Chief Investment Officer, Royce Investment Partners
    Gunjan Banati
    Managing Director, Chief Risk Officer, Royce Investment Partners
    Steve Lipper
    Managing Director, Senior Investment Strategist, President of RFS, Royce Investment Partners
    Charlie Dreifus
    Managing Director, PM, Royce Investment Partners
    Jim Harvey
    Principal, PM, Royce Investment Partners
    Bill Hench
    Principal, PM, Royce Investment Partners
    Jay Kaplan
    Principal, PM, Royce Investment Partners
    Steven McBoyle
    Principal, PM, Royce Investment Partners
    Mark Rayner
    Principal, PM, Royce Investment Partners
    Lauren Romeo
    Principal, PM, Royce Investment Partners
    Chip Skinner
    Principal, PM, Royce Investment Partners
    Jim Stoeffel
    Principal, PM, Royce Investment Partners
    Chris Flynn
    Principal, Assistant PM, Royce Investment Partners
    John Protos
    Principal, Director of Strategic Research, Royce Investment Partners
    Dan O'Byrne
    Principal, Vice President, Head of Trading, Royce Investment Partners
    George Necakov
    Portfolio Manager, Principal, Director of Quantitative Strategies, Royce Investment Partners
    Mark Salamone
    Director of Technical Analysis, Royce Investment Partners
    Jeff Smith
    Head of Consultant Relations & Portfolio Specialist, Royce Investment Partners
    Joanne Newgard
    Director of Advisor Services and Media Relations, Royce & Associates
    Jack Fockler
    Senior Advisor, Royce Investment Partners
    Story Archive for Royce Investment Partners
    Published On Story Headline Publication
    2/17/2022 USGI Leads With $332MM As Small Firms' Inflows Return MFWire.com
    2/3/2021 A $25.9B-AUM UK Firm Hires In California MFWire.com
    12/19/2019 47 Years In, a Gotham AM Rebrands, Slightly MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    1/23/2019 Last Month, Small Fund Firms' Outflows Sextupled MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    5/1/2018 First Trust's Inflows Double MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/27/2018 ProShares Takes the Midsize Lead MFWire.com
    1/29/2018 First Trust and Bridge Builder Lead the Monthly Pack, Again MFWire.com
    1/29/2018 Bridge Builder Dominated 2017 MFWire.com
    12/26/2017 First Trust and Bridge Builder Take the Lead MFWire.com
    10/23/2017 Baird Dominated September Among Midsize Firms MFWire.com
    10/23/2017 Week In Preview - October 23-29 MFWire.com
    7/21/2017 Guggenheim and Bridge Builder Are On a Roll! MFWire.com
    3/30/2017 The New Fund Fuss - March 30, 2017 MFWire.com
    2/24/2017 Filings for Fundsters - February 24, 2017 MFWire.com
    2/10/2017 Filings for Fundsters - February 10, 2017 MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    9/23/2016 Filings for Fundsters - September 23, 2016 MFWire.com
    5/12/2016 Royce Anoints a CEO MFWire.com
    10/23/2015 Royce Prepares to Merge Away Two Funds MFWire.com
    4/30/2015 Royce Finishes Chapter 2 of a Methodical and Strategic Product Review MFWire.com
    12/1/2014 A Munder Vet Joins Royce's C-Suite MFWire.com
    11/11/2014 One of Royce's Lieutenants Departs MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    5/20/2014 Royce Hands Off One Hat, But He's Still In MFWire.com
    12/9/2013 Royce Challenges 10 Charities' Chiefs MFWire.com
    5/13/2013 QE Gets Royce's Goat MFWire.com
    4/12/2013 Stork and Reaper for the Week of April 12, 2013 MFWire.com
    12/7/2012 Is Your Shop on The Nice List or the Naughty One? MFWire.com
    11/5/2012 The PM is Retired. Long Live the PM. MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/19/2012 Stork and Reaper for October 19, 2012 MFWire.com
    10/10/2012 Fortune Gives Props to the Royce Fund MFWire.com
    7/17/2012 Royce PM Nadel Is Not Giving Up on Europe MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    8/3/2011 Which Small-Cap Funds Dominate in 401ks? MFWire.com
    4/19/2011 New Absolute Return, International Funds Dot the Landscape MFWire.com
    3/21/2011 Morningstar Gives Props to Four Small Cap Funds MFWire.com
    12/15/2010 Residents Roll on Royce, Say He is in no Rush MFWire.com
    4/8/2010 Royce Acquires a Fellow New Yorker MFWire.com
    1/25/2010 Royce Prepares to Mostly Close Two Funds MFWire.com
    1/5/2010 American Funds, Berkowitz and Loomis Sayles Gain Top Manager Kudos MFWire.com
    12/18/2009 Royce Launches a Mid-Cap Fund MFWire.com
    11/19/2009 Who Made it to Morningstar's Manager of the Decade Shortlist? MFWire.com
     News Archives
    2023: Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF webinar - Latest Updates In Mutual Fund Litigation and Enforcement, June 6
    2. Pershing Insite 2023, Jun 6-8
    3. Nicsa webinar - The Journey From Networking to Sponsorship, June 7
    4. MFDF webinar - SEC Staff Panel, Division of Examinations — IC Issues and Considerations For Fund Boards, June 8
    5. Expect Miracles East Coast Classic, June 8
    6. 2023 MMI Alternative Investments Forum, June 13
    7. WE DC - ESG Panel Discussion, June 13
    8. Nicsa Fearless Leadership Symposium, June 14
    9. MFDF Director Discussion Series - Open Forum (Denver), June 20
    10. The Ben Graham 10th Annual Conference, Jun 20-21
    11. IDC Industry Segment Call - Governance Committee Chairs, June 21
    12. Crane Data's Money Fund Symposium, Jun 21-23
    13. IDC Industry Segment Call - Board Leaders, June 22
    14. 2023 MMI Distribution Leadership Forum, Jun 22-23
    15. MFDF webinar - Closed-End Fund Litigation Overview and Update, June 27
    16. MFDF Director Discussion Series - Open Forum (Atlanta, GA), June 28
    17. MFDF Director Discussion Series - Open Forum (Kansas City), June 30
    18. MFDF Director Discussion Series - Open Forum (New York), July 18
    19. 2023 MMI Leadership Pathway Seminar, Jul 19-20
    20. MFDF webinar - Generative AI — It's Here, July 20
    21. MFDF Director Discussion Series - Open Forum via Zoom, July 27
    22. MFDF Director Discussion Series - Open Forum (Milwaukee, WI), August 8
    23. MFDF Improving Equity Fund Alpha Estimates, September 13
    24. 4th Annual ETFGI Global ETFs Insights Summit - United States, Sep 20-21
    25. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
    26. Expect Miracles Atlanta Coast Classic, October 2




    ©All rights reserved to InvestmentWires, Inc. 1997-2023
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use