Royce Value Trust
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Silver Demand Creates Small-Cap Opportunities
… 0%; Royce European Smaller-Companies Fund (RES), 6.9%; Royce Discovery Fund (RDF), 6.8%, Royce Value Trust ( RVT ), 6.5%; and Royce Global Dividend Value Fund (RGD), 5.3%. As of September 30, 2011, Fresnillo …
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A Look Back at 2011’s Global Market and a Bullish Outlook for 2012
… Manager for Royce Micro-Cap Fund , Royce Global Dividend Value Fund , Royce Capital Fund–Micro-Cap Portfolio and Royce Value Trust , a closed-end portfolio. 1 Milken Institute: Thoughts on Capital Markets December 5, 2011 For more than 35 years …
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Royce Global Value Trust
… articlenet/article.aspx?id=448147 Snippets; Royce Value Trust is an elite-rated closed-end fund that invests primarily ..... fund, bereft of the premium issue that dogs most IPOs. Royce Value Trust already invests more than 20% of its assets in non-U …
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Royce Value Trust : A 'Risk-On' CEF At An Attractive Discount Price
… on" funds. And one of the most undervalued is the Royce Value Trust ( RVT ). RVT is a global small cap fund that uses about 19% leverage to juice returns during up markets. RVT 's benchmark, even as a global fund with about 29 …
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When to Hold Em...When to Fold Em...
… 20s or 30-something. I have your typical diversified mix going on right now--large and small cap US stock funds/ETFs ( RVT , GABSX), Foreign equities (UMB Scout)and some Emerging Markets stuff (SSEMX)... The other roughly half of total assets …
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Agree with this portfolio adjustment?? Could really use some help...
… now. Something rattled me about this week's turbulence and prompted me to sell all of "VYM" today, and also reduce my " RVT "(Royce Value) by about 45% (20k). I just felt inclined to take some off the table as a defensive move. However - in …
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From Barron’s, June 6, 2011 (Part 2)
… management has a substantial stake, and which have indispensible products. Pg 40: Closed end funds BTZ (multi-sector bond) and RVT (value stocks) are mentioned. Barry Ritholtz of Fusion IQ is using inverse/short ETFs QID, SDS to hedge up to 20% of portfolios …
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Preferred Shares of These 4 CEFs for a Conservative Outlook
Tim McPartland submits: Not all of us are always looking for either large capital gains on our investments -- nor high yields -- we just want a very solid 6%. There is an investment that is seldom written about that we thought was worthy of a brief article. These are preferred shares issued by ...
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A New Way to Invest in Closed-End FundsRiverNorth's record and approach demonstrate skill and discipline in this tricky sector.
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Saut: 5 Risk Adjusted Ideas; Increasing Exposure to China
Jeffrey Saut submits: Excerpt from Raymond James strategist Jeffrey Saut's latest essay Complete Story »