Royce Investment Partners Insights

Royce Investment Partners specializes in small-cap investing, managing both U.S. and international portfolios for individual investors, financial advisors and institutions. The firm is generally regarded as a pioneer in small-cap investing and has focused on this distinctive asset class for more than 45+ years, leading to unparalleled domain knowledge of the smaller-company investment universe.

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12 MAY 2026

Beneath the surface, the US market is changing—from concentration to participation

Royce Investment Partners: Co-CIO Francis Gannon looks at how recent performance may be subtly announcing a turning point in market leadership.

8 APRIL 2026

US small-caps have shown their resilience amid the fog of war

Royce Investment Partners: Francis Gannon discusses how US small-caps have showed resilience in this 2026 first quarter recap.

18 MARCH 2026

US small caps roll on amid increased volatility

Royce Investment Partners: Co-CIO Francis Gannon discusses how US small caps remain market leaders even as volatility and uncertainty are on the rise.

16 FEBRUARY 2026

Five factors that can drive US small-cap earnings growth

Royce Investment Partners: Co-CIO Francis Gannon looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation can fuel US small-cap earnings growth.

5 FEBRUARY 2026

When will US small-caps reach the summit?

Royce Investment Partners: Chris Clark and Francis Gannon discuss whether relatively attractive valuations, strong earnings, and heightened volatility could put US small-caps back on top in 2026?

8 JANUARY 2026

The Royce Roundtable: US small-caps looking strong in 2026

Royce Investment Partners: Portfolio Managers Lauren Romeo and Jim Harvey join CEO and Co-CIO Chris Clark and Co-CIO Francis Gannon to discuss why they’re constructive on US small-cap’s prospects in 2...

8 JANUARY 2026

US small-caps stay positive, micro-caps take the lead

Royce Investment Partners: Francis Gannon discusses positive factors for US small-caps in this 2025 fourth quarter recap.

6 JANUARY 2026

What’s next for US small-caps in 2026?

Miles Lewis, Chip Skinner, Kavitha Venkatraman, Steven McBoyle and Francis Gannon talk about what they see in store for US small-cap stocks in the coming year.