FTGF Royce US Small Cap Opportunity Fund Class B US$ Accumulating

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Management
Name of CompanyFranklin Templeton International Services S.à r.l.
Phone+352 46 66 67 212
Websitewww.franklintempleton.lu
Address8A, rue Albert Borschette
 Luxembourg   L-1246
 Luxembourg
Other Share Classes
FTGF Royce US Small Cap Opportunity Fund Class A AUD Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class A CNH Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class A Euro Accumulating
FTGF Royce US Small Cap Opportunity Fund Class A Euro Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class A Euro Distributing (A) (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class A GBP Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class A GBP Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Class A SEK Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class A SGD Accumulating
FTGF Royce US Small Cap Opportunity Fund Class A SGD Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class A US$ Accumulating
FTGF Royce US Small Cap Opportunity Fund Class A US$ Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Class B US$ Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Class C US$ Accumulating
FTGF Royce US Small Cap Opportunity Fund Class C US$ Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Class E Euro Accumulating
FTGF Royce US Small Cap Opportunity Fund Class E Euro Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class E US$ Accumulating
FTGF Royce US Small Cap Opportunity Fund Class E US$ Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Class F US$ Accumulating
FTGF Royce US Small Cap Opportunity Fund Class F US$ Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Class R Euro Accumulating
FTGF Royce US Small Cap Opportunity Fund Class R US$ Accumulating
FTGF Royce US Small Cap Opportunity Fund Class X Euro Accumulating
FTGF Royce US Small Cap Opportunity Fund Class X Euro Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Class X GBP Accumulating
FTGF Royce US Small Cap Opportunity Fund Class X GBP Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Class X US$ Accumulating
FTGF Royce US Small Cap Opportunity Fund Class X US$ Distributing (A)
FTGF Royce US Small Cap Opportunity Fund Premier Class BRL Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Premier Class CHF Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Premier Class Euro Accumulating
FTGF Royce US Small Cap Opportunity Fund Premier Class Euro Accumulating (Hedged)
FTGF Royce US Small Cap Opportunity Fund Premier Class GBP Accumulating
FTGF Royce US Small Cap Opportunity Fund Premier Class PLN Accumulating
FTGF Royce US Small Cap Opportunity Fund Premier Class US$ Accumulating
DomicileIreland
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date15/11/2007
Fund Advisor(s)
Royce & Associates, LP
Fund ManagerBrendan Hartman
Manager Start Date20/04/2021
Career Start Year1995
Education
Lehigh University, B.A.
New York University, M.B.A.
 
Biography
Brendan J. Hartman is a Portfolio Manager for Royce & Associates, LP, investment advisor to The Royce Funds. Mr. Hartman serves as Portfolio Manager for Royce Micro-Cap Fund and Royce Capital Fund – Micro-Cap Portfolio (both with James Stoeffel as Lead Portfolio Manager). He also serves as Assistant Portfolio Manager for Royce Low-Priced Stock Fund. He has 23 years of investment industry experience. Prior to joining Royce & Associates, he co-founded and managed a hedge fund for Rebus Partners. Prior to that he was employed by Cramer Rosenthal McGlynn, LLC (2001-2008) and served as Co-Manager for the Mid Cap, Smid Cap, 130/30 Fund, and CRM Partners LP funds. Additionally, he was a Senior Analyst, Equity Research with Donaldson, Lufkin & Jenrette (1997-2000). He began his career with Salomon Brothers (1996-1997) as an Equity Research Analyst. Mr. Hartman holds a bachelor’s degree from Lehigh University and a Master of Business Administration from New York University. Royce & Associates, LP, investment adviser to The Royce Funds, is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing micro-cap, small-cap and small/mid-cap portfolios for more than 40 years.
Fund ManagerJames Harvey
Manager Start Date20/04/2021
Career Start Year1992
Education
1989, University of Albany, B.S.
1998, NYU Stern School of Business, M.B.A.
 
Biography
James J. Harvey, CFA, is a Portfolio Manager and Principal for Royce & Associates, LP, investment adviser to The Royce Funds. He has 26 years of investment industry experience. Mr. Harvey serves as Portfolio Manager for Royce International Discovery Fund and as an Assistant Portfolio Manager for Royce Micro-Cap Trust, the only micro-cap closed-end fund. Mr. Harvey joined Royce & Associates in 1998 as an Analyst. He holds a bachelor’s degree from the State University of New York at Albany and a Master of Business Administration from New York University. He is a Chartered Financial Analyst (CFA). Royce & Associates, LP, investment adviser to The Royce Funds, is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing micro-cap, small-cap and small/mid-cap portfolios for more than 40 years.
Fund ManagerKavitha Venkatraman
Manager Start Date01/10/2021
 
Biography
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.
Fund ManagerJames Stoeffel
Manager Start Date20/04/2021
Career Start Year1984
Education
Washington and Lee University, B.A.
New York University, M.B.A.
 
Biography
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).
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