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Manager factsheet
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Manager profile
James P. Stoeffel is a Portfolio Manager, Principal for Royce Investment Partners. Mr. Stoeffel manages portfolios in the firm’s Multi-Discipline strategy, serving as Lead Portfolio Manager for Royce Micro-Cap Fund and Royce Capital Fund–Micro-Cap Portfolio and 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 Pennsylvania Mutual Fund and Royce Micro-Cap Trust. He has 28 years of investment industry experience. Prior to joining Royce Investment Partners, Mr. Stoeffel 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 Small Cap, All Cap, and CRM Partners LP funds. In addition, he was Director of Research at Palisade Capital (1999-2001) and Vice President of Research at Salomon, Smith Barney (1993- 1999). He began his career as a Financial Services Industry auditor (1984-1992). Mr. Stoeffel received a bachelor’s degree from Washington & Lee 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.
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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 Stoeffel |
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 Stoeffel
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Discrete calendar year performance : Jim Stoeffel
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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