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名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Lauren A. Romeo | Primary Portfolio Manager | 2010 | now |
自傳 | Lauren A. Romeo, CFA, is a Portfolio Manager, Principal for Royce Investment Partners. She manages portfolios in the firm’s Small-Cap Premier Quality and Multi-Discipline strategies. She serves as Portfolio Manager for Royce Premier Fund and Royce Pennsylvania Mutual Fund (both with Chuck Royce as Lead Portfolio Manager). She also manages a portfolio with Mark Rayner and Steven McBoyle in Royce’s Global Small-Cap Quality Premier strategy for Japanese investors, as well as two offshore funds that use a similar U.S. high-quality strategy. In addition, she and serves as an Assistant Portfolio Manager for Royce Value Trust, a closed-end fund. Ms. Romeo joined Royce Investment Partners in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an Analyst with Legg Mason Funds Management (2000-2001), and an Analyst with T. Rowe Price Group (1996-2000). Ms. Romeo holds a bachelor’s degree from the University of Notre Dame and a Master of Business Administration from the Wharton School of Business at the University of Pennsylvania. She is a Chartered Financial Analyst (CFA). | ||
Royce Associates | - | 2009 | 2010 |
自傳 | Royce & Associates uses a value approach to manage small and micro-cap stocks in the US. Through careful analysis of each company, Royce ensures that the price it pays for a security is significantly below their appraisal of its current worth. | ||
W. Whitney George | Portfolio Manager | 2008 | 2009 |
自傳 | W. Whitney George is Co-Chief Investment Officer, Managing Director and Vice President of Royce. Mr. George has been a Portfolio Manager at Royce since 2000 and has been employed by Royce since 1991. | ||
Charles M. Royce | Lead Portfolio Manager | 2004 | 2008 |
自傳 | Royce is the Royce & Associates, LLC's President, Co-Chief Investment Officer and Portfolio Manager. Founded Royce in 1972. |
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