- Category
- Sector Equity Other
- Total Assets
- 700.57M
- Expenses
- 1.19%
- Inception Date
- Oct 21, 2013
Sector Equity Other funds have meaningful sector concentrations, but do not fit in a Sector Equity category. These funds invest at least 75% of total assets in equities. They concentrate their assets in less than four sectors, and invest more than 10% of equity assets in each of those sectors.
Contact Information
- Address
- 8A, rue Albert Borschette Luxembourg, L-1246, Luxembourg
- Phone
- +352 46 66 67 212
- Fax
- -
Top Executives
|
Name
|
Title
|
Since
|
Until
|
Biography
|
|---|---|---|---|---|
| Kavitha | 2021 | - | 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. | |
| James | Assistant Portfolio Manager | 2021 | - | Harvey, portfolio manager and assistant portfolio manager, has been employed by Royce since 1999 as an analyst. |
| James | Portfolio manager | 2021 | - | 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). |
| Brendan | Portfolio manager | 2021 | - | Brendan Hartman 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 Stoeffel (2008-2009), a Portfolio Manager at CRM (2003-2008), an Analyst at CRM (2001-2003), a Senior Research Analyst at Donaldson, Lufkin & Jenrette (1997-2001) and a Research Analyst at Salomon Brothers (1996-1997). |
| Buzz | Portfolio Manager | 2002 | - | |
| Boniface | Senior Portfolio Manager | 2021 | 2021 | Buzz Zaino is a managing director and senior portfolio manager of Royce & Associates, LLC. Prior to joining Royce in 1998, he was employed by Trust Company of the West (TCW), where he was the group managing director of the TCW Value Added Funds. |
| Suzanne | Associate Portfolio Manager | 2018 | 2021 | Suzanne Franks is associate portfolio manager of the Small Cap strategy. Prior to joining First Eagle in April 2021, Suzanne was assistant portfolio manager of the Small Cap Opportunistic Value strategy at Royce Investment Partners. Before that she founded Vivid Research Inc., an independent research boutique focused on companies facing opportunistic or event-driven catalysts. Previously, she was a principal and portfolio manager at Opportunity Research Group. Suzanne earned a BBA in finance, magna cum laude, from Texas A&M University and an MBA from The University of Chicago Booth School of Business. |
| Robert | Associate Portfolio Manager | 2018 | 2021 | Rob Kosowsky is associate portfolio manager of the Small Cap strategy. Prior to joining First Eagle in April 2021, Rob was assistant portfolio manager of the Small Cap Opportunistic Value strategy at Royce Investment Partners. Before that he held various analyst roles at Sidoti & Company, OFI Institutional Asset Management, Ballentine Partners and Thomson Financial. Rob earned a bachelor's degree in finance from Boston College and an MBA from Vanderbilt University, and he holds the Chartered Financial Analyst designation. |
| Bill | 2006 | 2021 | ||
| Boniface | Senior Portfolio Manager | 2009 | 2018 | Buzz Zaino is a managing director and senior portfolio manager of Royce & Associates, LLC. Prior to joining Royce in 1998, he was employed by Trust Company of the West (TCW), where he was the group managing director of the TCW Value Added Funds. |
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