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Manager factsheet
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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.
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Annualised total return over 3.6 years |
+2.2% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Jim Harvey |
14.4 |
4.7 |
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Peer Group Composite
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23.8 |
2.4 |
- |
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- |
Over / Under |
-9.4 |
2.3 |
- |
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- |
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Total return for Jim Harvey
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Discrete calendar year performance : Jim Harvey
Funds managed previously
Fund |
Periods |
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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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