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You are here: Manager factsheet

Ms. Lauren Romeo
Franklin Templeton Fund Mgt Lt, Franklin Temp Intnl Serv SARL
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Manager profile
Lauren A. Romeo, CFA, is a Portfolio Manager, Principal for Royce Investment Partners, investment adviser to The Royce Funds. She has more than 27 years of investment industry experience. Ms. Romeo joined Royce Investment Partners in 2004. Previously, she was a Portfolio Manager at Dalton Greiner, Hartman & Maher (since 2001), an Analyst with Legg Mason Funds Management (2000-2001), and an Analyst with T. Rowe Price Group (1996-2000). Ms. Romeo holds a bachelor’s degree from the University of Notre Dame and a Master of Business Administration from the Wharton School of Business at the University of Pennsylvania. She is a Chartered Financial Analyst (CFA).
Total return for Ms. Lauren Romeo
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ms. Lauren Romeo

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ms. Lauren Romeo 24.5 -1.5 3.8 17.9 4.8 7.6 -0.5 7.0 34.2 -1.4
Peer Group Composite 32.2 -4.0 -8.3 22.0 19.2 11.6 9.6 9.4 30.6 7.7
Over / Under -7.7 2.5 12.1 -4.1 -14.4 -4.0 -10.1 -2.4 3.6 -9.1
Performance vs peer group composite: Ms. Lauren Romeo
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
1 year
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTF Royce US Smaller Companies Lead manager IA North American Smaller Companies since Jan 01 2010 to present
FTGF Royce US Smaller Companies Lead manager FO Equity - Small Cap USA since Jan 01 2010 to present
Funds managed previously
Fund Periods
FTF Royce US Smaller Companies since Jan 01 2010 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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