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AI brief of an SEC Form 8-K · ROYCE GLOBAL TRUST, INC. (RGT)

Royce Global Trust: Chuck Royce to become Senior Advisor; portfolio manager changes set

Neutral Impact 3 of 5 leadership Written later

Royce Global Trust disclosed in a July 15, 2024 press release that Chuck Royce, founder of Royce Investment Partners, will move to a Senior Advisor role effective September 30, 2024, ending his day-to-day portfolio management duties. Chuck Royce will transition off the portfolio management of Royce Global Trust, with Steven McBoyle named portfolio manager of the trust as part of the changes.

Key points

  • Chuck Royce becomes Senior Advisor effective September 30, 2024, after ending day-to-day portfolio management
  • Steven McBoyle will become portfolio manager of Royce Global Trust, effective after the close of business on September 30, 2024
  • Changes affect multiple funds, including Royce Small-Cap Fund and Royce Premier Fund, with transitions on July 31 and September 30, 2024
  • Royce says it added 15 investment professionals over the last five years

The filing

CompanyROYCE GLOBAL TRUST, INC. (RGT)
Form8-K, current report
Filed with the SECJul 17, 2024, 4:19 PM ET
Accession number0000949377-24-000095

Items reported: 8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 17, 2024.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.