Legg Mason Royce Us Small Cap Opportunity Fund

  • High beta play on US equities with a micro-cap bias
  • Value oriented, with low price/book and price/sales metrics
  • Opportunistic approach that focuses on turnarounds that possess a catalyst for change
  • Provides access to an unrecognized, under-researched and inefficient area of the market
  • Diversified portfolios to mitigate stock-specific and liquidity risk

Source: Legg Mason, as at 31 May 2018. Performance is calculated on a NAV to NAV basis in USD terms, with income and dividends reinvested, if any, without initial charges unless otherwise stated, but reflecting annual management fees. Performance for periods above one year is annualised. Past performance is not indicative of future performance.

2017 Fund Review

Impact of the Recent US Tax Reform on Fund

Source: Legg Mason, as at 31 December 2017. The impacts above are a subjective assessment, should be considered in relation to the Fund’s benchmark or peer group, holding everything else equal.

Market Insights

Awards and Accolades

Meet the Managers

Bill Hench –
portfolio manager

  • 26 years investment industry experience
  • Portfolio manager of Fund since 2006
  • Joined firm in 2002

Buzz Zaino –
Assistant Portfolio Manager and Managing Director

  • 50 years investment industry experience
  • Portfolio manager of Fund since 2002
  • Joined firm in 1998

Fund Literature

For more information, please contact us:

+65 6536 8000
Client Services