Legg Mason leverages off Royce's small-cap expertise

clock

Chuck Royce's small-cap-focused US firm has track record spanning four decades.

Royce & Associates has four decades of experience in US small-cap investing, giving the firm an obvious advantage in this competitive space. Co-CIO and company founder Chuck Royce is among the pioneers of smaller companies investment, developing his style at the home of value management, Colombia Business School. His firm has been a wholly owned subsidiary of Legg Mason since 2001 and retains its small-cap focus, with 95% of assets still at this end of the market. Manager of the Legg Mason US Smaller Companies fund, Lauren Romeo, highlights the company’s long-term investment strate...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

'Trade risks remain' after Canada scraps digital services tax on US companies
US

'Trade risks remain' after Canada scraps digital services tax on US companies

Tariff talks likely to be extended

Sorin Dojan
clock 30 June 2025 • 4 min read
Trump says US and China sign trade deal in potential tension cooldown
US

Trump says US and China sign trade deal in potential tension cooldown

'Everybody wants to make a deal'

Sorin Dojan
clock 27 June 2025 • 1 min read
US intervention in Iran-Israel conflict will likely leave nations without a trade deal
US

US intervention in Iran-Israel conflict will likely leave nations without a trade deal

Tariff pause nears end

Eve Maddock-Jones
clock 25 June 2025 • 4 min read
Trustpilot