Charles M. Royce to Become Senior Advisor at Royce Investment Partners
Charles M. Royce to Become Senior Advisor at Royce Investment Partners
NEW YORK, July 15, 2024 /PRNewswire/ -- Celebrating his 51st year at Royce Investment Partners, Charles M. Royce will become a Senior Advisor at Royce Investment Partners ("Royce") effective September 30th, 2024, after completing his transition from day-to-day portfolio management responsibilities on the remaining funds where he currently serves. Mr. Royce founded the firm in 1972 with the acquisition of the management company that had the advisory contract for Pennsylvania Mutual Fund (now Royce Small-Cap Fund).
查爾斯·M·羅伊斯在投資合夥公司羅伊斯投資合夥公司（“羅伊斯”）度過了他的第51個年頭，自2024年9月30日起成爲羅伊斯投資合夥公司（“羅伊斯”）的高級顧問，在其完成從他目前服務的剩餘基金的日常投資組合管理職責的過渡後生效。羅伊斯先生在1972年與收購管理賓夕法尼亞互惠基金（現Royce Small-Cap Fund）顧問合同的管理公司並創立了該公司。
Chris Clark, Royce's Chief Executive Officer said, "Chuck's transition is the culmination of a strategic succession plan, at both the executive and investment team levels, that has been in place for nearly a decade. It has incorporated the addition of investment talent, the establishment of multigenerational teams on our key Strategies, and substantial collaboration between Chuck and our investment staff to ensure consistency in the application of our time-tested investment disciplines."
Royce首席執行官Chris Clark表示：“Chuck的過渡是近十年來戰略性繼任計劃的高峰，在執行層和投資團隊層面都有，這計劃包括增加投資人才、建立我們關鍵策略的多代團隊，並與我們的投資團隊在應用我們經得起考驗的投資策略方面進行大量協作，以確保一致性。”
These plans saw the firm establish new leadership structures, including Management and Risk Committees and the promotion of Co-Chief Investment Officers. The firm has also worked diligently during this period to add investment analysts and portfolio managers.
這些計劃看到公司建立了新的領導結構，包括管理和風險委員會以及兩名聯席投資主管的晉升。在此期間，公司還努力增加投資分析師和投資組合經理。
Mr. Clark noted, "It was critical that we develop our investment teams in a way that maintained and enhanced the substantial domain knowledge and continuity of focus on the small-cap asset class. I'm pleased to say that Royce now has the largest and most experienced investment team in our history, having added 15 investment professionals over the last five years, giving the firm our strongest group ever."
Clark先生指出：“發展投資團隊以保持和增強對小盤股資產類別的大量領域知識和連續關注是至關重要的。我很高興地說，Royce現在擁有有史以來最大和最有經驗的投資團隊，在過去五年中已增加了15名投資專業人員，使公司擁有史上最強的團隊。”
Mr. Royce said, "The timing of this shift reflects the confidence that Chris and I have in our investment teams and the firm as a whole. I'm extraordinarily proud of what we've accomplished together, especially our long-term investment performance records, and in particular the 50-plus year record of our flagship, Royce Small-Cap Fund (formerly Royce Pennsylvania Mutual Fund). Because we have been laying the groundwork for several years to ensure a smooth transition and a promising road ahead, this is the appropriate time for me to step back from my active involvement in portfolio management." In his Senior Advisor role, Mr. Royce will continue to mentor our investment teams, engage with clients, and offer comments on the small-cap market.
羅伊斯先生說：“這種轉變的時機反映出克里斯和我對我們的投資團隊和整個公司的信心。我爲我們共同取得的成就感到非常自豪，特別是我們長期的投資績效記錄，特別是我們旗艦產品羅伊斯小盤股基金（原羅伊斯賓夕法尼亞互惠基金）的50年以上記錄。由於我們已經爲確保平穩過渡和有前途的道路打下了基礎幾年，這是我退出投資組合管理的積極參與的合適時機。” 在他的高級顧問角色中，羅伊斯先生將繼續指導我們的投資團隊，與客戶交流，並就小盤股市場發表評論。
Effective after the close of business on July 31st, 2024, Mr. Royce will transition off two funds. On Royce Premier Fund, Lauren Romeo and Steven McBoyle continue as the Fund's co-lead portfolio managers, and Andrew Palen remains as assistant portfolio manager. Miles Lewis remains lead portfolio manager on Royce Small-Cap Total Return Fund, while Joseph Hintz becomes portfolio manager, and Jag Sriram becomes assistant portfolio manager.
2024年7月31日休市後，羅伊斯先生將退出兩個基金。在Royce Premier Fund上，Lauren Romeo和Steven McBoyle繼續擔任該基金的聯席投資組合經理，Andrew Palen仍然擔任助理投資組合經理。Miles Lewis仍然是Royce Small-Cap Total Return Fund的首席投資組合經理，而Joseph Hintz成爲投資組合經理，Jag Sriram成爲助理投資組合經理。
Effective after the close of business on September 30th, 2024, Mr. Royce will transition off two funds. On Royce Small-Cap Fund (formerly Royce Pennsylvania Mutual Fund), Portfolio Managers Lauren Romeo, Steven McBoyle, Miles Lewis, Jay Kaplan, and Andrew Palen will be joined by Co-Chief Investment Officer, Francis Gannon. Also effective after the close of business on September 30th, 2024, Mr. Royce will transition off Royce Dividend Value Fund. Miles Lewis will become the Fund's lead portfolio manager, joined by Joseph Hintz as portfolio manager and Jag Sriram as assistant portfolio manager.
2024年9月30日休市後，羅伊斯先生將退出兩個基金。在Royce Small-Cap Fund（前羅伊斯賓夕法尼亞互惠基金）上，Lauren Romeo、Steven McBoyle、Miles Lewis、Jay Kaplan和Andrew Palen將與聯席投資主管Francis Gannon一起加入該基金的投資組合經理。同樣在2024年9月30日以休市後，羅伊斯先生將退出Royce Dividend Value Fund。Miles Lewis將成爲該基金的首席投資組合經理，Joseph Hintz成爲投資組合經理，Jag Sriram成爲助理投資組合經理。
Effective after the close of business on September 30th, 2024, Mr. Royce will also transition off Royce's three closed-end funds: Francis Gannon will join the portfolio management team of Royce Small-Cap Trust (formerly Royce Value Trust) with Portfolio Managers Lauren Romeo, Steven McBoyle, Andrew Palen, and George Necakov; James Stoeffel will become lead portfolio manager of Royce Micro-Cap Trust, with Brendan Hartman remaining portfolio manager, and Andrew Palen joining as assistant portfolio manager; and Steven McBoyle will become portfolio manager of Royce Global Trust.
2024年9月30日休市後，羅伊斯先生還將退出羅伊斯三個封閉式基金：Francis Gannon將加入投資組合管理團隊，帶領該團隊的投資組合經理包括Lauren Romeo、Steven McBoyle、Andrew Palen和George Necakov。James Stoeffel將成爲Royce Micro-Cap Trust的首席投資組合經理，Brendan Hartman仍然是投資組合經理，Andrew Palen加入助理投資組合經理。Steven McBoyle將成爲Royce Global Trust的投資組合經理。
About Royce Investment Partners and the Funds:
Royce Investment Partners is a small-cap equity specialist offering distinct investment strategies with unique risk/return profiles designed to meet a variety of investors' needs. For over 50 years, our strategies have focused on active, risk-conscious investing driven by deep, fundamental company research. Royce Investment Partners is a subsidiary of Franklin Resources, Inc. (NYSE: BEN). An investor should consider the Fund's investment goals, risks, fees and expenses before investing. A prospectus containing this and other information is available at . Please read the prospectus carefully before investing or sending money. Royce Fund Services, LLC is the distributor of The Royce Fund and Royce Capital Fund.
關於羅伊斯投資合夥公司和基金：
Royce Investment Partners是一家小型股票股權專家，提供具有獨特風險/回報特點的不同投資策略，旨在滿足各種投資者的需求。50多年來，我們的策略一直專注於由深入的基本公司研究推動的積極、風險意識投資。Royce Investment Partners是Franklin Resources, Inc. (NYSE: BEN)的子公司。投資者應在投資之前考慮基金的投資目標、風險、費用和支出。該基金的招股說明書包含這些信息和其他信息。請仔細閱讀招股說明書後再進行投資或匯款。Royce Fund Services, LLC是The Royce Fund和Royce Capital Fund的分銷商。
SOURCE Royce Investment Partners
資料來源：Royce Investment Partners
譯文內容由第三人軟體翻譯。