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Royce Investment Partners

Entity Type
Investment Management Firm
Links
Website Twitter LinkedIn
Industry
Finance, Investments & Asset Management
Location
New York City
Founding Date
1972

Royce Investment Partners is a pioneer in small-cap investing who has been actively managing portfolios since its establishment in 1972. It manages both U.S. and International portfolios for individual investors, financial advisors, and institutions. The firm offers global investment strategies, each with a distinct approach and different risk profile, in a wide variety of investment vehicles.

OFFERINGS


Open-End Funds

U.S., international and global strategies, offering different risk profiles in 11 portfolios. 


Closed-End Funds 

Three NYSE-listed funds, each executing a multi-discipline strategy through small-cap, micro-cap, and global portfolios. 


Annuity Portfolios

Two portfolios: Small-cap contrarian value and micro-cap multi-discipline approaches. 

Separate Accounts

Composites for Global Small-Cap Premier Quality, International Small-Cap Premier Quality, Small-Cap Deep Value, Small-Cap Premier Quality, and Small-Cap Special Equity strategies. 


Collective Trusts 

Deep value and dividend value approaches for eligible qualified retirement plan trusts. 


Commingled LLC

Deep value strategy in a commingled fund for endowments, foundations, pension plans, and other institutional investors. 

UCITS 

Two sub-advised portfolios in small-cap deep value and small-cap quality strategies available in UCITs structure through Legg Mason for non-US residents. 

SMAs 

Two portfolios in Small-Cap Quality and Smid-Cap Dividend Value approaches available through Legg Mason. 

ETF 

A sub-advised proprietary, multi-factor-based strategy available through Legg Mason Small-Cap Quality value ETF. 



Assets under management: $14.5 billion (as of December 31, 2020)

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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