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A Conversation With Investing Legend Charlie Dreifus

We check in with the longtime Royce portfolio manager to see how he's navigating the latest bear market.

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Russ Kinnel: Hi, I'm Russ Kinnel, director of manager research for Morningstar. I'm very happy today to be joined remotely by Charlie Dreifus, a longtime manager of Royce Special Equity, Charlie inhabits the unfashionable corner of the style box, small value, and he's done so for a long time. Been through three bear markets at this fund to perform very well in all three of those. I thought this was a good time to check in with Charlie.

Charlie, how are you?

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Russel Kinnel has a position in the following securities mentioned above: RYSEX. Find out about Morningstar’s editorial policies.