Royce Quant Small-Cap Quality Value Fund (SQLV)
NASDAQ (NMS) NASDAQ (NMS) Primary Summary
SQLV Chart
Royce Quant Small-Cap Quality Value Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Christopher C. Powers Farther Finance Advisors, LLC | 811 | $35,020 | $43,068.64 | $8,048.64 | 22.98% |
 Chris Chatto Encompass More Asset Management | 40,053 | $1.72M | $2.12M | $399,407.19 | 23.18% |
Royce Quant Small-Cap Quality Value Fund (SQLV) FAQ
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Royce Quant Small-Cap Quality Value Fund Profile
| NASDAQ (NMS) Exchange | US Country |
Overview
The given company operates as an investment fund, focusing its strategy on small-capitalization companies within the United States. Utilizing a proprietary methodology developed by its subadviser, the company aims to identify and invest in equity securities that not only present significant growth potential but also meet specific criteria established by the firm. This approach underlines the fund's commitment to a rigorous investment process, designed to capitalize on the unique opportunities presented by the small-cap market. The fund's investment philosophy is grounded in the belief that small-capitalization companies, despite their size, can offer substantial returns if properly vetted and selected. As such, the company provides a specialized investment vehicle for investors looking to diversify their portfolios with small-cap equity investments.
Products and Services
- Investment in Small-Capitalization Equity Securities
This service constitutes the core of the company's offerings. By focusing on small-cap companies traded in the United States, the fund aims to unlock value for investors through a disciplined and research-intensive investment process. This process is governed by a proprietary methodology created by the fund's subadviser, ensuring a unique approach to selecting investments based on rigorous criteria.
- Utilization of Proprietary Methodology
The proprietary methodology functions as the backbone of the fund's investment strategy. Developed by the subadviser, this methodology dictates the criteria and process for selecting equity securities. It encompasses a range of factors, from financial health and growth prospects to market position and innovative capabilities, providing a structured yet flexible framework for identifying potential investment opportunities.
- Investment Using Net Assets and Borrowings
In alignment with its aggressive strategy to maximize returns for investors, the fund commits to investing at least 80% of its net assets, in addition to any borrowings for investment purposes, into equity securities of qualifying small-capitalization companies or comparable instruments. This commitment underscores the fund's dedication to leveraging its resources fully towards the pursuit of investment opportunities that align with its strategic objectives and risk management parameters.
