Private Equity Clients


Our Private Equity clients patiently await the release of special stock picks from the Institutional Equity group during the year as we only expect 2 to 5 such releases each year. We select to a high probability margin of a short time frame being required as target. Our track record with our Private Equity clients is important to maintain year over year as performance in the endeavor.

See some of the successful recommendations we have given in the most recent past are as follows.

Apple, Inc. (Nasdaq GS: AAPL) +47% and +87%
Baidu, Inc. (Nasdaq GS: BIDU) +147%
James River Coal (Nasdaq GS: JRCC) +79%
Yanzhou Coal (NYSE: YZC) +99%
British Petroleum (NYSE: BP) +42%
Yingli Green Energy (NYSE: YGE) +125%
Fuel Systems Solutions (Nasdaq GS: FSYS) +55%
General Maritime Corporation (NYSE: GMR) +47%
Goldcorp Inc. (NYSE: GG) +95%
China Aluminum (NYSE: ACH) +181%
Rio Tinto (NYSE: RIO) +46%

Investment professionals use the firm's award-winning equity research to build customized portfolios for their clients. This Proprietary Research is a well-respected source of excellent long-term investment opportunities, advice, and guidance for our private clients. Clients benefit from custom-designed portfolios based on individual needs and objectives tempered by a disciplined investment philosophy

Research Analysts are given free rein to research companies and sectors and are focused on achieving results for Private Equity clients and believe they will provide them with the best investment opportunities.

Our Financial Advisors have direct and daily interaction with research analysts as this strengthens the financial advisors' ability to serve clients with enhanced communication and increased execution and operational efficiency. Our financial advisors average 20 years of experience in the industry.

The goal of Royce entire research team is to help our clients generate alpha within their portfolios by providing timely, insightful and actionable proprietary research. By looking at the world from both a top-down and bottom-up approach, we help our clients put all the pieces together for the most complete information to support their decision making process.

Many of our stock picks focus on growth capital and small buyout opportunities in the trading technology, transaction processing, information services, software, and Internet sectors. Our Asian focus is on private equity investing in companies operating in India and the Peoples' Republic of China. Media Precious Metals are also areas in which we will frequently recommend special situations. Technology is of course also a main focus

Tailored solutions for private clients in Asia and the Middle East and now our increased focus on the Indian Stock Market have evolved rapidly and the needs of affluent clients are becoming more diverse and complex. Our Asset Management team works closely with our high-net-worth clients in these regions to help them invest, grow, manage and preserve their wealth. In addition to our highly anticipated Stock Pick Alerts, we provide a wide variety of products and services that meet our clients' financial needs. We have a truly customer-centric approach.

Our Research is forward–looking, actionable and accessible and client focused. We have frequently gotten it right where the consensus has gotten it wrong. The Royce team brings a unique combination of sector-focused financial expertise with the resources of a global financial institution.

We believe that Equity Markets are not fully efficient and active management based on fundamental research can add value to investment.

The dissemination of this information is timely and actionable. Please contact your salesperson for current research and specific stock picks and/or to schedule a call with one of Royce analysts.



Disclaimer

Depending on the investment objectives and financial information specific to your situation, the investments discussed or recommended on this website may or may not be suitable for you. It is your responsibility to consider any investment decision carefully. The information contained on this website should not be construed as advice designed to meet the particular needs of any investor. Past performance is not necessarily indicative of future performance, and does not guarantee future results. The price and/or value of any security noted directly or indirectly on this website may fluctuate adversely to your interests, and/or those of other investors. Royce Equity Management accepts no liability whatsoever for loss or damage of any sort arising out of use of all or part of any information on this website.


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