Chuck Royce

Chuck Royce

Last Update: 11-14-2016

Number of Stocks: 1078
Number of New Stocks: 51

Total Value: $15,188 Mil
Q/Q Turnover: 5%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Chuck Royce' s Profile & Performance

Profile

President, Co-Chief Investment Officer and Portfolio Manager

745 FIFTH AVENUE
NEW YORK NY 10151
212-508-4500

Web Page:http://www.roycefunds.com

Investing Philosophy

We invest in smaller companies, primarily those with market capitalizations up to $5 billion, although some of our Funds may invest in companies with market capitalizations up to $10 billion. The value approaches that our portfolio managers use share one significant trait: We are looking for what we believe are terrific stocks trading for less than our estimate of the company's worth as a business - its enterprise value.

Total Holding History

Performance of Premier Fund (RYPRX)

YearReturn (%)S&P500 (%)Excess Gain (%)
2015-9.91.19-11.1
2014-0.8613.69-14.5
201327.7332.39-4.7
3-Year Cumulative14.1 (4.5%/year)52.3 (15.1%/year)-38.2 (-10.6%/year)
201211.4516-4.6
2011-0.862.11-3.0
5-Year Cumulative26.1 (4.7%/year)80.4 (12.5%/year)-54.3 (-7.8%/year)
201026.4615.0611.4
200933.2526.466.8
2008-28.29-378.7
200712.735.497.2
20068.8115.79-7.0
10-Year Cumulative86.9 (6.5%/year)102 (7.3%/year)-15.1 (-0.8%/year)
200517.074.9112.2
200422.8210.8811.9
200338.7428.6810.1
2002-7.75-22.114.4
20019.61-11.8921.5
15-Year Cumulative276.9 (9.2%/year)107.5 (5%/year)169.4 (4.2%/year)
200017.12-9.126.2
199911.4921.04-9.6
19986.7428.58-21.8
199718.4133.36-15.0
199618.1322.96-4.8
20-Year Cumulative634.8 (10.5%/year)381.4 (8.2%/year)253.4 (2.3%/year)
199517.8137.58-19.8
19943.281.322.0
199319.0210.088.9
199215.87.628.2

Top Ranked Articles

6 Questions With Conference Speaker Charlie Dreifus Introduction to Royce Funds portfolio manager, small-cap equity specialist and Morningstar fund manager of the decade
Charlie Dreifus is a portfolio manager at small-cap equity specialist, The Royce Funds. He manages the firm's Special Equity mutual funds that attempt to combine classic value analysis, the identification of good businesses, and accounting cynicism. Read more...
Royce Funds Comments on Knight Transportation Guru stock highlight
Knight Transportation (NYSE:KNX) is also a TL carrier that operates primarily in the U.S. The company has more exposure to the non-contractual spot market, as opposed to longer-term, contractual business. I think those new regulations may cause spot-market prices to increase throughout 2016, which would benefit Knight’s business. Read more...
Royce Funds Comments on Alcoa Guru stock highlight
RTI International Metals specializes in titanium and other metals and sells primarily to the aerospace industry. Its shares shot up quickly in March when Alcoa (NYSE:AA) announced an agreement to buy the company. Better-than-expected revenues helped the stock price of RF and mixed-signal integrated circuit specialist MaxLinear to climb in 2015 while earnings strength drove the rising share price of NeoPhotonics Corporation, which makes hybrid photonic integrated optoelectronic modules and subsystems for high-speed communications networks. Read more...
Royce Funds Comments on Matrix Service Guru stock highlight
I also tend to think of my largest holding in Energy, Matrix Service (NASDAQ:MTRX), as more of an industrial engineering and construction company than a pure play energy business. Given that view, my weighting looks even smaller to me. Read more...
Royce Funds Comments on VZ Holding Guru stock highlight
The share price of Swiss financial advisory business VZ Holding (XSWX:VZN) rose through most of the year. VZ exceeded earnings estimates twice in 2015, extending a record of profitable growth going back 14 years to its founding. The company’s ability to drive growth via recurring revenues and substantial barriers to entry — bundled in a highly profitable and relatively low-risk structure —exemplifies the qualities we seek in all of our holdings. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Barnes & Noble Education Reports Sales Slump Lower enrollment, softer retail environment affect 2nd quarter comparable sales David Abrams,Chuck Royce,Jim Simons,Mario Gabelli, - Barnes & Noble Education Reports Sales Slump
Barnes & Noble Education Inc. (NYSE:BNED) reported its earnings for the second quarter of fiscal 2017 today. While the company reported an increase in sales, it lowered the outlook for comparable sales for the year. More...

BARNES,NOBLE,EARNINGS,2Q,2017


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Why Is Portfolio Manager Charlie Dreifus Bullish About His Portfolio? - Royce Funds By Charlie Dreifus, CFA, portfolio manager, managing director Chuck Royce - Why Is Portfolio Manager Charlie Dreifus Bullish About His Portfolio? - Royce Funds
Why does Portfolio Manager Charlie Dreifus feel positive about his bottom-up, absolute value approach and his portfolio? More...

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Chuck Royce’s Top 3 New Holdings Guru releases quarterly portfolio Chuck Royce,Jim Simons,John Rogers,Joel Greenblatt - Chuck Royce’s Top 3 New Holdings
Chuck Royce (Trades, Portfolio) of Royce & Associates bought 51 new holdings in the third quarter. His top three new holdings are American Woodmark Corp. (NASDAQ:AMWD), Houlihan Lokey Inc. (NYSE:HLI) and Skechers (NYSE:SKX). More...

ROYCE, BUYS, 3Q


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The Art of Analyzing a Company's Moat - Royce Funds Commentary Portfolio Manager Steven McBoyle explains the distinctive element in his analysis of company moats Chuck Royce - The Art Of Analyzing A Company's Moat - Royce Funds Commentary
Portfolio Manager Steven McBoyle explains the distinctive element in his analysis of company moats—the addition of a predictive framework. More...

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Keeley Asset Management’s Top 4 New Holdings Firm invests in health care, real estate and electronics in 3rd quarter Keeley Asset Management Corp,Chuck Royce,Bill Ackm - Keeley Asset Management’s Top 4 New Holdings
Keeley Asset Management Corp (Trades, Portfolio) gained 12 new holdings in the third quarter. The top four new holdings are Ensign Group Inc. (NASDAQ:ENSG), The Howard Hughes Corp. (NYSE:HHC), City Office REIT Inc. (NYSE:CIO) and Plantronics Inc. (NYSE:PLT). More...

REIT, HEALTHCARE, ELECTRONICS, KEELEY, 3Q


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What Should Asset Allocators Know About Value-Led Markets? - Royce Commentary By Steve Lipper, CFA, senior investment strategist, managing director and president, RFS Chuck Royce - What Should Asset Allocators Know About Value-Led Markets? - Royce Commentary
Our recent research into the small-cap market shows a connection that many asset allocators may not be aware of. More...

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Why Investors Should Care About Corporate Governance - Royce Funds Commentary Portfolio Manager Charlie Dreifus outlines four key corporate governance issues he focuses on and why they are important for investors Chuck Royce - Why Investors Should Care About Corporate Governance - Royce Funds Commentary
Why Investors Should Care About Corporate Governance More...

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Trump's Surprising Victory: What Small-Cap Investors Need to Know What should small-cap investors take away from the election results? Chuck Royce - Trump's Surprising Victory: What Small-Cap Investors Need To Know
The initial vote the global markets cast in reaction to Donald Trump’s surprise victory was negative and extreme, yet is already growing more subdued. More...

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Is Now the Time for a Deep Value Strategy? - Royce Funds Portfolio Manager Bill Hench on 2016 performance for his deep value strategy Chuck Royce - Is Now The Time For A Deep Value Strategy? - Royce Funds
Our performance in the current year is really influenced by what we did in the prior years. So, in this case, last year we had a fair amount of names that were disappointing. And if you look at the Russell 2000 in general, most of the names didn't have a great year. More...

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What Small-Cap Investors Need to Know About the Election: Royce Funds Commentary How to think about the market environment Chuck Royce - What Small-Cap Investors Need To Know About The Election: Royce Funds Commentary
Co-CIO Francis Gannon outlines what's important for small-cap investors to know about the upcoming election. More...

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Investors Should Focus on GDP Growth, Not Interest Rates - Royce Funds Commentary By Charlie Dreifus, CFA, portfolio manager, managing director Chuck Royce - Investors Should Focus On GDP Growth, Not Interest Rates - Royce Funds Commentary
Portfolio Manager Charlie Dreifus believes investors should pay closer attention to GDP growth, and stop worrying about interest rates rising. More...

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Is The Fed Out of Options? - Royce Funds Commentary Charlie Dreifus, CFA, portfolio manager, managing director Chuck Royce - Is The Fed Out Of Options? - Royce Funds Commentary
Portfolio Manager Charlie Dreifus explains the Fed's conundrum, why there's too much hesitation in the market and economy, and the challenges to subsequent growth. More...

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Cree CEO Acquires Shares in Company Insider purchases 10,000 shares Joel Greenblatt,Chuck Royce - Cree CEO Acquires Shares In Company
Cree Inc. (CREE) CEO, President and Chairman Charles Swoboda (Insider Trades) acquired 10,000 shares on Oct. 20. The price per share was $22.22 for a total transaction of $222,200. More...

CHARLES SWOBODA, INSIDER TRADES, CREE INC


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Royce Funds: The Strong Small-Cap Rally Will Keep Rolling Small-cap stocks, what's driving the current rally, market leadership for value and active management Chuck Royce - Royce Funds: The Strong Small-Cap Rally Will Keep Rolling
In a recent Royce Funds webcast, small-cap pioneer Chuck Royce, Portfolio Manager Charlie Dreifus, Co-CIO Francis Gannon, and Senior Investment Strategist Steve Lipper discussed their outlook for small-cap stocks and offered their thoughts on what's driving the current rally, market leadership for value, and the prospects for active management. More...

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Royce Funds Commentary: Positioning a Deep Value Strategy for Further Success Buzz Zaino, CFA, portfolio manager, managing director and Bill Hench, portfolio manager, principal Chuck Royce - Royce Funds Commentary: Positioning A Deep Value Strategy For Further Success
Portfolio Managers Buzz Zaino and Bill Hench discuss the factors that impacted Royce Opportunity and Micro-Cap Opportunity Funds in the strong third quarter, current holdings, and their outlook going forward. More...

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G-III Apparel Group Could Be a Buy The stock has been cut in half over the last year, presenting a real buying opportunity for long-term investors Chuck Royce,Joel Greenblatt - G-III Apparel Group Could Be A Buy
G-III Apparel Group (NASDAQ:GIII) distributes private-label and brand-name clothing and has roots dating back to 1956. The company has an impressive roster of licensed brands from Levi’s to Nine West, Calvin Klein and Cole Haan, as well as the U.S. major sports leagues and more than 100 U.S. colleges and universities. More...

RETAIL, FASHION, BRANDS


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AZZ Insider Invests in Company CEO purchases 7,500 shares Chuck Royce,Steven Cohen - AZZ Insider Invests In Company
Thomas Ferguson (Insider Trades), CEO and president of AZZ Inc. (AZZ), acquired 7,500 shares for $55.24 per share on Oct. 10. The total transaction was $414,300. More...

THOMAS FERGUSON, AZZ INC, INSIDER TRADES


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David Nierenberg Trims Position in Electro Scientific Guru reduced position in semiconductor manufacturer David Nierenberg,Chuck Royce,Jim Simons,John Roger - David Nierenberg Trims Position In Electro Scientific
Investing guru David Nierenberg (Trades, Portfolio) of D3 Family of Funds pared his stake in Electro Scientific Industries Inc. (NASDAQ:ESIO) by 29.3% on Sept. 7. More...

SEMICONDUCTOR, NIERENBERG, SELL, REDUCE


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6 Questions With Conference Speaker Charlie Dreifus Introduction to Royce Funds portfolio manager, small-cap equity specialist and Morningstar fund manager of the decade Chuck Royce - 6 Questions With Conference Speaker Charlie Dreifus
Charlie Dreifus is a portfolio manager at small-cap equity specialist, The Royce Funds. He manages the firm's Special Equity mutual funds that attempt to combine classic value analysis, the identification of good businesses, and accounting cynicism. More...

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6 Stocks to Watch Strong returns, growing yields and a focus on assets Chuck Royce,Louis Moore Bacon,Michael Price,Steven - 6 Stocks To Watch
GuruFocus’ All-In-One Screener has identified stocks that have five-year growing dividend yields with strong profitability and long-term track records of solid returns and growing asset values. More...

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