Legg Mason Royce Us Small Cap Opportunity Fund Class X Euro Accumulating (hedged) (0P0001023U)

177.280 -2.980 (-1.65%)
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700.57M

Legg Mason Royce Us Small Cap Opportunity Fund Class X Euro Accumulating (hedged) Profile

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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