General Investing >> Money Manager Interviews >> November 10, 2014

Finding Value in Small Caps

Romeo, Lauren A.
Lauren A. Romeo, CFA, is a Portfolio Manager for Royce & Associates, LLC, investment adviser to The Royce Funds. Ms. Romeo serves as Lead Portfolio Manager for Royce 100 Fund, with Chuck Royce, and Portfolio Manager for Royce Select Fund I. She also serves as an Assistant Portfolio Manager for Royce Pennsylvania Mutual, Royce Premier Fund and Royce Value Fund, as well as for Royce Value Trust, a closed-end fund. She has 21 years of investment industry experience. Ms. Romeo joined the firm in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher, an Analyst with Legg Mason Funds Management, and an Analyst with T. Rowe Price Group. Ms. Romeo holds a bachelor’s degree from the University of Notre Dame and a Masters of Business Administration from the Wharton School of Business at the University of Pennsylvania.  Profile
TWST: I would like to begin with an overview of the Royce 100 Fund and its investment philosophy.

Ms. Romeo: Royce 100 Fund is a focused portfolio of about 100 small-cap companies that