基本資料

投資策略

此基金目標為得到長期的資金回報。

基金經理人

• Venkatraman Kavitha
• 資歷 1年(2021-10-01 至今)

• Worked most recently at Alpine Peaks Capital (2020-October 2021). Prior to that, Ms. Venkatraman worked as an equity analyst for the previous ten years at Pzena Investment Management, Steinberg Asset Management, and Blackrock.

• Harvey James
• 資歷 2年(2021-04-20 至今)

• James J. Harvey, CFA, is a Portfolio Manager, Principal for Royce Investment Partners. Mr. Harvey manages portfolios in the firm's Small-Cap Opportunistic Value strategy, including Royce Opportunity Fund, an open-end mutual fund. He has 30 years of investment industry experience.
  
  Mr. Harvey joined Royce Investment Partners in 1998 as an Analyst. He holds a bachelor's degree from the State University of New York at Albany and a Master of Business Administration from New York University. He is a Chartered Financial Analyst (CFA). Royce Investment Partners is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing U.S., global, and international small-cap strategies for more than 45 years.

• Stoeffel James
• 資歷 2年(2021-04-20 至今)

• James Stoeffel joined Royce in 2009 as a Portfolio Manager. Previously he was a Portfolio Manager for a long/short equity private investment vehicle which he co-founded with Messrs. Brown and Hartman (2008-2009), a Portfolio Manager and Investment Policy Committee member at CRM (2001-2008), Director of Research at Palisade Capital Management (1999-2001), Research Analyst and Vice President in Smith Barney's Emerging Growth Stock Research Group (1993-1999) and an Auditor for a number of companies in the financial services industry (1984-1992).

基金費用

聯絡資訊