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You are here: Manager factsheet

Brendan Hartman

Franklin Temp Intnl Serv SARL
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Manager profile
Brendan J. Hartman is a Portfolio Manager for Royce Investment Partners. 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 manages portfolios in the firm’s Small Cap Opportunistic Value strategy including Royce Opportunity Fund, an open-end mutual fund. He also serves as an Assistant Portfolio Manager for Royce Micro-Cap Trust. He has 25 years of investment industry experience. Prior to joining Royce Investment Partners, 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 Investment Partners, is a small-cap equity specialist offering portfolios with distinctive investment approaches to address specific investment goals. The firm has been managing U.S., global, and international small-cap strategies for more than 45 years.
Total return for Brendan Hartman
Discrete calendar year performance : Brendan Hartman

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
Brendan Hartman 14.4 -7.4 -3.9 3.2 - - - - - -
Peer Group Composite 23.8 -10.2 -9.0 7.1 - - - - - -
Over / Under -9.4 2.8 5.1 -3.9 - - - - - -
Performance vs peer group composite: Brendan Hartman
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
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
FTGF Royce US Small Cap Opportunity Co-managed FO Equity - Small Cap USA since Apr 21 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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