![]() Past performance is no guarantee of future results. There’s a real value there.”Īll performance information reflects past performance, is presented on a total return basis, reflects the reinvestment of distributions, and does not reflect the deduction of taxes that a shareholder would pay on fund distributions or the redemption of fund shares. If you’ve got a lot of aggressive growth funds, large cap, this is a Fund that’s going to behave differently. When discussing the latter list, he said that he owns Special Equity because not many funds do what Charlie and his team do, “which is look for clean accounting, clean balance sheets-reasonably priced companies with good cash flow.” He went on to say that he felt the Fund’s attention to accounting helped it to avoid “blow ups” and that this attention “really comes to the fore in recessions and bear markets… I think it’s a wonderful diversifier. ![]() Kinnel spoke about his “Thrilling 33,” a list he generates “with a few simple, strict screens to narrow a universe of 15,000 fund share classes down to a short list ranging between 25 and 50” and his own “Top 10” fund holdings. On 8/4/23, Consuelo Mack hosted Russ Kinnel, Director of Manager Research at Morningstar Research Services, who mentioned Royce Small-Cap Special Equity Fund, which is managed by Charlie Dreifus, CFA®, as a fund he owns and whose approach appeals to him.
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