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You are here: Manager factsheet

Jim Harvey

Franklin Temp Intnl Serv SARL
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Manager profile
James J. Harvey, CFA, is a Portfolio Manager, Principal for Royce Investment Partners. Mr. Harvey manages portfolios in the firm’s Small Cap Opportunistic Value strategy including Royce Opportunity Fund, an open-end mutual fund, and serves as an Assistant Portfolio Manager for Royce Global Value Trust. He also works on the firm’s Global and International Small-Cap Premier strategies. He has 29 years of investment industry experience. Mr. Harvey joined Royce Investment Partners 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 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 Jim Harvey
Discrete calendar year performance : Jim Harvey

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
Jim Harvey 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: Jim Harvey
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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