Charlie Dreifus | Royce

Charlie Dreifus, CFA®

Portfolio Manager, Managing Director

Background

Charlie R. Dreifus manages the firm’s Special Equity mutual funds that attempt to combine classic value analysis, the identification of good businesses, and accounting cynicism. In 2008, he was named Morningstar's Domestic-Stock Fund Manager of the Year.

Prior to joining Royce in 1998, Mr. Dreifus was a General Partner and Managing Director and a Limited Managing Director of Lazard Freres & Co., LLC. He was also the Portfolio Manager of Lazard Special Equity Portfolio, formerly Lazard Special Equity Fund and Special Equity separate accounts. Prior to that, he was employed by Oppenheimer & Co. as a Limited Partner and as the manager of Quest For Value Fund (from May 1980 to November 1982) and by Oppenheimer Capital as an Executive Vice President.

Mr. Dreifus holds a bachelor's degree from the City College of New York/Baruch School and a Masters of Business Administration from Baruch College. He is a CFA® charterholder.

  • 26Years at Royce
  • 56Years of Experience
Charles R. Dreifus

Funds

Fund Manager Commentary Factsheet Inception Date
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Small-Cap Special Equity 06/30/24 05/01/98

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