History of Our Company


Where did Royce Equity Management come from? Wall Street and Asian Equity Market Research Analysts founded the company. A big need existed in the equity markets for independent research as a result of the conflict of interest concerns from the public and government agencies. Early on, the founders of Royce recognized a lucrative market niche and what had to be done.

Selling Equity Research on a fee only basis and not attaching it to service provisions of any brokerage company was the way forward for Equity Research. Seeking consulting income, brokerage income, corporate finance income; such as IPOs or merger and acquisition (M&A) deal fees from the very companies that they might be recommending, as buys or sells, to their Institutional or private clients would not be part of their corporate culture.

Except for our private equity and proprietary trading clients, we are just selling our research reports to institutional funds managers. That's what Royce Equity Management has been doing now for the better part of seven years. They saw it as not only the way of the future, but as the way of today.

They have been proven right with the recent conflict of interest problems spotlighted at major Wall Street firms. The advent of the massive Hedge Fund market further proved out their theory that the overall stock picking industry would accelerate in this direction. Witness the rapid spin-offs of entire research departments from the biggest Wall Street brokerage houses into independent research boutiques.

What we do is who we are

Independent stock research for institutional clients continues to be one of the fastest growing financial industries today within the overall equity and asset management markets. This is our biggest revenue generator for the company.

Now let's take it to the next step. Institutional driven equity research is the closest thing to having your very own personal research department giving you the best of the best in stock market picks; but only if you can access these institutional reports as a Private Equity Investor.


Stock Pick Alerts Emerge

Royce Equity Management allows you have equity coverage across many industry groups and many geographic markets, at once. We will select for you, the Private Equity Investor, the best stock picks from the Research Department's universe of current institutional selections. We do this for Private Equity clients only 2 to 4 times per year. We do not plan adding additional releases. Alerts are eagerly awaited.

Yes, Royce was definitely right. We now enjoy the enviable position of winning fee based research business from some of the largest equity fund companies in the world. Our Private Equity clients receive these benefits with only a few really great stock picks each year. These picks have been phenomenal winners with a track record of 100% winning success in the range +40% gains or getter with holding periods that have averaged 7.2 months to date. Some of our recent stock picks exclusively for our Private Equity clients:

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%

How we work with you

When talking about Equity Investment and Stock Research, it is fair to say that no two clients are the same, and this is also true of their performance criteria. For this reason, and to ensure we recommend the best stock selections and provide the best market information, it is important that we fully understand your needs and portfolio requirements. To achieve this, one of our experienced professionals will take the time to explore your current status, your anticipated investment cash flow and your funds commitment priorities.

After we work together to establish a suitable plan, your Account Advisor will then, after extensive research, carefully put forward some of our proprietary  stock recommendations and research reports tailored to your asset management style with percentage gain targets. Our Proposals we provide you are designed to move you ahead in a financially appropriate plan specific to your case and your portfolio management and asset allocation. We will together, hopefully, achieve profitable as well as risk moderated equity positions.

Once your Equity Trades are in place, as a result of our research and recommendations, we will then continually monitor these positions and recommend reasonable exit points when targets are met or revise targets where appropriate. You will receive monthly reports, regular reviews, newsletters, new offering suggestions and face to face meetings in our offices in Hong Kong.

The success of any Investment Portfolio selection is not just in the initial selection of the investment, but more importantly, in the ongoing management and pro-active amendments needed to stay ahead of the unfolding fundamentals affecting a particular stock issue, trends in world markets and sector shifts.

Why Royce Equity Management? From stock purchase recommendation to transaction to when to sell and take your profits, Royce prides itself on delivering recommendations and services that are simple to understand, easy to implement and even easier for you to sleep at night due to our complete focus on mitigating your risk. With local and international sales and support, Royce is able to accommodate and support all serious clients, Institutional and Private, worldwide.



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