Closed-end management investment company that seeks long-term capital appreciation by investing primarily in small-cap value stocks.
Royce Value Trust Inc. operates as a close-ended equity mutual fund under the management of Royce & Associates, LLC. Founded on July 1, 1986, and based in the United States, the fund focuses its investments in the public equity markets of the United States. Royce Value Trust Inc. adopts a strategy of investing in value-oriented stocks, particularly targeting small-cap and micro-cap companies across diversified sectors.
As part of its investment approach, Royce Value Trust Inc. benchmarks its portfolio performance against the Russell 2000 Index, a widely recognized index representing small-cap stocks in the U.S. equity market. This strategy aims to capitalize on undervalued opportunities within the small-cap sector while seeking to achieve long-term capital appreciation for its investors.
Over its decades-long history, Royce Value Trust Inc. has established itself as a reputable investment vehicle known for its disciplined approach to value investing and its focus on smaller companies with growth potential. With Royce & Associates, LLC at the helm, the fund continues to navigate the complexities of the equity markets, offering investors access to a diversified portfolio managed by experienced professionals committed to delivering sustainable investment returns.