Investing Talk Investing Talk    FAQ   Search   Memberlist   Usergroups   Register   Profile   Log in to check your private messages   Log in  A couple of new funds from Royce          Investing Talk Forum Index -> Mutual Funds View previous topic :: View next topic   Author Message Don Tiberone Guest Posted: Mon Mar 26, 2007 8:57 pm    Post subject: A couple of new funds from Royce RISCX and RIVFX. A couple of small cap international funds. They just came out in January so they don't have much assets yet. Royce specializes in small cap and they have a pretty good track record. Most of their funds did well during the 2000-2002 bear market. RIVFX is exactly what I'm looking for. I prefer investing in value over growth. And I'm a precious metals investor. I've been looking everywhere for a value fund that understands the precious metals story. Almost none have any significant amount of precious metals exposure. Unfortunately, the only one available SGENX, is closed. Good value funds went up in 2000 and 2001. However, most went down in 2002, even some of the best. SGENX however went up all 3 years. Because they understand the role of gold in a portfolio. SGENX has both gold and Berkshire Hathaway in their top holdings. It's too bad they're closed. If they ever open again, I'd buy it in a second. I've never paid a front load for a fund before, but I'd make an exception for SGENX. But for now, looks like RIVFX is the closest thing. I read the fund manager Whitney George's comments and he definitely understands precious metals, oil, and natural resources. His other funds have a pretty good track record. In fact, they're mostly closed to new investors. I absolutely love their top 10 holdings which include both silver and uranium companies. I'm big into silver and uranium. They also own EDV.TO, one of my favorites. The fund is still new so I'm not sure what percentage they have in natural resources. But judging by some of Whitney's other funds, most likely around 20%. Back to top   Ads Advertising Sponsor Jerry Guest Posted: Mon Mar 26, 2007 9:37 pm    Post subject: Re: A couple of new funds from Royce I'm in FSCOX and am very pleased with it. 5.7 YTD and 20.4 for 1 year. They have a decent exposure to basic materials - has 3% in TIE. Jerry "Don Tiberone" <s_knight8@my-Deja.com> wrote in message news:1174924665.850695.55290@l77g2000hsb.googlegroups.com... Quote: RISCX and RIVFX. A couple of small cap international funds. They just came out in January so they don't have much assets yet. Royce specializes in small cap and they have a pretty good track record. Most of their funds did well during the 2000-2002 bear market. RIVFX is exactly what I'm looking for. I prefer investing in value over growth. And I'm a precious metals investor. I've been looking everywhere for a value fund that understands the precious metals story. Almost none have any significant amount of precious metals exposure. Unfortunately, the only one available SGENX, is closed. Good value funds went up in 2000 and 2001. However, most went down in 2002, even some of the best. SGENX however went up all 3 years. Because they understand the role of gold in a portfolio. SGENX has both gold and Berkshire Hathaway in their top holdings. It's too bad they're closed. If they ever open again, I'd buy it in a second. I've never paid a front load for a fund before, but I'd make an exception for SGENX. But for now, looks like RIVFX is the closest thing. I read the fund manager Whitney George's comments and he definitely understands precious metals, oil, and natural resources. His other funds have a pretty good track record. In fact, they're mostly closed to new investors. I absolutely love their top 10 holdings which include both silver and uranium companies. I'm big into silver and uranium. They also own EDV.TO, one of my favorites. The fund is still new so I'm not sure what percentage they have in natural resources. But judging by some of Whitney's other funds, most likely around 20%. Back to top   Ads Advertising Sponsor Ed Guest Posted: Mon Mar 26, 2007 10:05 pm    Post subject: Re: A couple of new funds from Royce Why don't you just buy a PM fund or an natural resource fund? You can control the percentage that way. George is a great fund manager. However, when you say: "I read the fund manager Whitney George's comments and he definitely understands precious metals, oil, and natural resources." What you mean is that he agrees with you or you agree with him. There are always good arguments on both sides of any issue. RISCX, looks at companies with a market cap of $5 billion or more. "Don Tiberone" <s_knight8@my-Deja.com> wrote in message news:1174924665.850695.55290@l77g2000hsb.googlegroups.com... Quote: RISCX and RIVFX. A couple of small cap international funds. They just came out in January so they don't have much assets yet. Royce specializes in small cap and they have a pretty good track record. Most of their funds did well during the 2000-2002 bear market. RIVFX is exactly what I'm looking for. I prefer investing in value over growth. And I'm a precious metals investor. I've been looking everywhere for a value fund that understands the precious metals story. Almost none have any significant amount of precious metals exposure. Unfortunately, the only one available SGENX, is closed. Good value funds went up in 2000 and 2001. However, most went down in 2002, even some of the best. SGENX however went up all 3 years. Because they understand the role of gold in a portfolio. SGENX has both gold and Berkshire Hathaway in their top holdings. It's too bad they're closed. If they ever open again, I'd buy it in a second. I've never paid a front load for a fund before, but I'd make an exception for SGENX. But for now, looks like RIVFX is the closest thing. I read the fund manager Whitney George's comments and he definitely understands precious metals, oil, and natural resources. His other funds have a pretty good track record. In fact, they're mostly closed to new investors. I absolutely love their top 10 holdings which include both silver and uranium companies. I'm big into silver and uranium. They also own EDV.TO, one of my favorites. The fund is still new so I'm not sure what percentage they have in natural resources. But judging by some of Whitney's other funds, most likely around 20%. Back to top   Ads Advertising Sponsor Guest Posted: Tue Mar 27, 2007 7:26 am    Post subject: Re: A couple of new funds from Royce On Mar 26, 9:05 am, "Ed" <fri...@fishinthe.net> wrote: Quote: Why don't you just buy a PM fund or an natural resource fund? You can control the percentage that way. I already do. But putting it into something like RIVFX, I'm letting George control the percentage. Like you said, he's a great fund manager. Better than me therefore, I put my trust in him. His track record speaks for itself. Quote: George is a great fund manager. However, when you say: "I read the fund manager Whitney George's comments and he definitely understands precious metals, oil, and natural resources." What you mean is that he agrees with you or you agree with him. There are always good arguments on both sides of any issue. I agree with him therefore, I don't have a problem with him running my money. If I don't agree with the investment philosophy of any fund manager, I ain't giving him my money. Simple as that. Like I said, I couldn't ANY value fund manager (other than the one I mentioned earlier) that has any significant exposure in PM stocks. There are definitely many that are in natural resources though. Therefore, that sort of makes George and his funds unique. Back to top   Ads Advertising Sponsor raylopez99 Guest Posted: Wed Mar 28, 2007 1:07 am    Post subject: Re: A couple of new funds from Royce On Mar 26, 9:37 am, "Jerry" <nospam@???> wrote: Quote: I'm in FSCOX and am very pleased with it. 5.7 YTD and 20.4 for 1 year. They have a decent exposure to basic materials - has 3% in TIE. Jerry "Don Tiberone" <s_knig...@my-Deja.com> wrote in message news:1174924665.850695.55290@l77g2000hsb.googlegroups.com... - Show quoted text - Share your small and microcap thoughts here: http://groups.google.com/group/small-microcap-value?hl=en RL Back to top   Ads Advertising Sponsor Display posts from previous: All Posts1 Day7 Days2 Weeks1 Month3 Months6 Months1 Year Oldest FirstNewest First         Investing Talk Forum Index -> Mutual Funds All times are GMT Page 1 of 1   Jump to: Select a forum Investing Talk----------------Investing Talk-- MarketMutual FundsFutures - OptionsTechnical Analysis  You cannot post new topics in this forum You cannot reply to topics in this forum You cannot edit your posts in this forum You cannot delete your posts in this forum You cannot vote in polls in this forum 246 Attacks blocked Powered by phpBB © 2001, 2005 phpBB Group