Topic:
Small Cap Perspectives with Royce Investment Partners
Presentation Summary
We are pleased to host Miles Lewis, CFA®, Portfolio Manager, and Steve Clark, CFA®, Senior Client Portfolio Manager. This session will provide a deep dive into the small-cap landscape, specifically addressing:
- Market Outlook: Navigating the current environment and its impact on small-cap performance
- Dispelling Myths: Fact-checking common misconceptions about this asset class.
- Strategic Opportunities: A look at where Royce is identifying high-conviction value in today’s market.
Speaker Details:
Miles Lewis, CFA
Miles Lewis, CFA®, is a Portfolio Manager, Principal for Royce Investment Partners. He primarily manages portfolios that use the firm’s Small-Cap Quality Value strategy. He has 22 years of investment industry experience.
Prior to joining the firm in 2020, he was a portfolio manager (2014-2020) and investment analyst (2010-2014) for the Small-Cap Value Fund and Strategy at American Century Investments. Prior to that, he worked on debt restructuring at MBIA Insurance Corp. (2006-2008) and Chanin Capital Partners (2003-2006). Mr. Lewis holds a bachelor’s degree in business administration from The College of William and Mary and a Master of Business Administration from the Johnson Graduate School of Management at Cornell University. He is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute.
Steve Clark, CFA
Steve Clark, CFA® is a Senior Client Portfolio Manager at Royce Investment Partners. He has 27 years of investment industry experience.
Prior to joining Royce, he worked for more than 16 years at Fidelity Investments. Mr. Clark earned his Master of Business Administration and Master of Science in Finance degrees from Boston College’s Carroll School of Management. He also graduated from Miami University with a double major in Accountancy & Finance. Mr. Clark holds the CFA®, CIMA®, and CFP® designations.
This presentation will give 1.0 of PL credit.
Garage and valet parking available.
To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration.
Registration note: CFA members, if you are bringing a plus one, you must fill out the second screen. Regardless of if you are bringing a plus one or not, all registrants must go to the second screen during checkout and hit COMPLETE for your registration to go through and have a nametag!
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