Chuck Royce

Chuck Royce

Last Update: 05-11-2016

Number of Stocks: 1088
Number of New Stocks: 60

Total Value: $15,847 Mil
Q/Q Turnover: 7%

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

ZAGG Officer Adds to Stake in Company CFO invests in 7,560 shares
Bradley Holiday (Insider Trades), CFO of ZAGG Inc. (ZAGG), purchased 7,560 shares in the company on May 19. The price per share was $5.24 for a total transaction of $39,614. Read more...
Mariko Gordon Purchases Stake in Webster Financial Company has 12.10% free cash flow growth over the previous 12 months
Guru Mariko Gordon (Trades, Portfolio), CFA, founder, CEO and CIO of Daruma Capital Management, acquired a 109,509-share stake in Webster Financial Corp. (NYSE:WBS). Read more...
Avid Technology Officer Invests in Company CEO adds 150,000 shares to stake
Louis Hernandez Jr. (Insider Trades), CEO, president and chairman of Avid Technology Inc. (AVID), acquired 150,000 shares in the company on May 9. Read more...
DCF Calculator To Show Undervalued Stocks Wide margins of safety are hallmarks of these companies
The following stocks are trading with wide margins of safety, according to the DCF calculator, and some of them have very low P/E ratios. GuruFocus' All-in-One Screener can be used to find similar stocks. Read more...
Chuck Royce Adds to Stake in Media Company McClatchy McClatchy owns 29 newspapers in 28 locations in the US
Legendary guru Chuck Royce (Trades, Portfolio) is a Brown University graduate and received an MBA from Columbia University. Royce is known as one of the fathers of small cap investing. Royce Funds likes to focus on micro cap, small cap and small/mid-cap securities that have value within their industries and also have strong balance sheets. Royce has nearly 55 years of investment experience and 44 years of experience managing the Royce Funds. Read more...
» More Chuck Royce Articles

Commentaries and Stories

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Why We Think Value's Outperformance Is Likely to Continue: Royce Funds Commentary Co-CIO Francis Gannon examines different outperformance periods for small-cap value Chuck Royce - Why We Think Value's Outperformance Is Likely To Continue: Royce Funds Commentary
Co-CIO Francis Gannon examines different outperformance periods for small-cap value and growth and stresses the importance of earnings for long-term outperformance. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary: Where They Are Currently Looking for Value Royce Small Cap Fund is having a turnaround in 2016 Chuck Royce - Royce Funds Commentary: Where They Are Currently Looking For Value
Portfolio Manager Jay Kaplan on Royce Small Cap Value Fund's 1Q16 performance turnaround and where he's currently looking for value. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary: Is M&A in Small-Caps Accelerating? Portfolio Manager Bill Hench discusses the increase in M&A activity within small-cap and his outlook for this trend Chuck Royce - Royce Funds Commentary: Is M&A In Small-Caps Accelerating?
Portfolio Manager Bill Hench discusses the increase in M&A activity within small-cap and his outlook for this trend. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

ZAGG Officer Adds to Stake in Company CFO invests in 7,560 shares Paul Tudor Jones,Chuck Royce,Jim Simons - ZAGG Officer Adds To Stake In Company
Bradley Holiday (Insider Trades), CFO of ZAGG Inc. (ZAGG), purchased 7,560 shares in the company on May 19. The price per share was $5.24 for a total transaction of $39,614. More...

BRADLEY HOLIDAY, ZAGG INC, INSIDER TRADES


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Mariko Gordon Purchases Stake in Webster Financial Company has 12.10% free cash flow growth over the previous 12 months Mariko Gordon,Chuck Royce - Mariko Gordon Purchases Stake In Webster Financial
Guru Mariko Gordon (Trades, Portfolio), CFA, founder, CEO and CIO of Daruma Capital Management, acquired a 109,509-share stake in Webster Financial Corp. (NYSE:WBS). More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Signs of a Market Rotating Back to Value: Royce Funds Commentary Guru stock highlight Chuck Royce - Signs Of A Market Rotating Back To Value: Royce Funds Commentary
After a dramatic turnaround in performance in the first quarter, Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannon, discuss recent market dynamics and the strategic steps we've taken to enhance processes around our core investment discipline. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Avid Technology Officer Invests in Company CEO adds 150,000 shares to stake Chuck Royce - Avid Technology Officer Invests In Company
Louis Hernandez Jr. (Insider Trades), CEO, president and chairman of Avid Technology Inc. (AVID), acquired 150,000 shares in the company on May 9. More...

LOUIS HERNANDEZ, AVID TECHNOLOGY INC, INSIDER TRADES


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Do Small-Caps Look Attractive Versus Large-Caps? - Royce Funds Commentary By Francis Gannon Chuck Royce - Do Small-Caps Look Attractive Versus Large-Caps? - Royce Funds Commentary
Co-CIO Francis Gannon shows that small-cap stock valuations have been growing more attractive relative to large-cap even in the context of small-cap recovering nicely. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

DCF Calculator To Show Undervalued Stocks Wide margins of safety are hallmarks of these companies Chuck Royce,Paul Tudor Jones,Jeremy Grantham,Donal - DCF Calculator To Show Undervalued Stocks
The following stocks are trading with wide margins of safety, according to the DCF calculator, and some of them have very low P/E ratios. GuruFocus' All-in-One Screener can be used to find similar stocks. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary: The Economy's Journey into Uncharted Waters Portfolio Manager Charlie Dreifus sees high-quality, inexpensive, and dividend-growing businesses as the best choice in a still challenging environment Chuck Royce - Royce Funds Commentary: The Economy's Journey Into Uncharted Waters
With negative yields and financial experimentation ongoing and the world still dependent on monetary stimulus, Portfolio Manager Charlie Dreifus sees high-quality, inexpensive, and dividend-growing businesses as the best choice in a still challenging environment. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Royce Funds Commentary: Does the Shift to Value Signal a Shift to Active Management? A conversation between Chuck Royce and Francis Gannon Chuck Royce - Royce Funds Commentary: Does The Shift To Value Signal A Shift To Active Management?
CEO Chuck Royce (Trades, Portfolio) and Co-CIO Francis Gannon discuss the first quarter, which saw a correction and a powerful rally, and the prospects for active management following the transitions from growth to value and non-earners to earners. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

American Railcar and HCI Group May Be Undiscovered Gems 5 small cap ideas Carl Icahn,Chuck Royce - American Railcar And HCI Group May Be Undiscovered Gems
Attention, lovers of small stocks. Here are five small-capitalization stocks that I think qualify as undiscovered gems. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Chuck Royce Adds to Stake in Media Company McClatchy McClatchy owns 29 newspapers in 28 locations in the US Chuck Royce - Chuck Royce Adds To Stake In Media Company McClatchy
Legendary guru Chuck Royce (Trades, Portfolio) is a Brown University graduate and received an MBA from Columbia University. Royce is known as one of the fathers of small cap investing. Royce Funds likes to focus on micro cap, small cap and small/mid-cap securities that have value within their industries and also have strong balance sheets. Royce has nearly 55 years of investment experience and 44 years of experience managing the Royce Funds. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Arnold Van Den Berg's Largest Buys in 1st Quarter Allegheny Technologies had an impact of 2% on his assets Arnold Van Den Berg,Chuck Royce,Chris Davis,Paul T - Arnold Van Den Berg's Largest Buys In 1st Quarter
Arnold Van Den Berg is a value investor who founded Century Management in 1974. He applies value investment strategies as his investment philosophy. He focused his first-quarter buys as follows: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guess? Inc. CEO Invests in Apparel Brand CEO Victor Herrero purchases 1,031 shares Chuck Royce - Guess? Inc. CEO Invests In Apparel Brand
Victor Herrero (Insider Trades), CEO and Director of Guess? Inc. (GES), purchased 1,031 shares of the company on April 18. The average price per share was $17.39 for a total transaction cost of $17,929. Guess? Inc. designs, markets, distributes, and licenses consumer products such as apparel, denim, handbags, and related accessories worldwide. The company has a market cap of $1.52 billion and a P/S ratio of 0.67. More...

VICTOR HERRERO, GUESS INC, INSIDER TRADES


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Comments on Ensign Services Guru stock highlight
I also like Ensign Services (NASDAQ:ENSG), which operates nursing homes and rehabilitative care services centers, often by buying underperforming facilities and vastly improving them. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Royce Funds Comments on Alliance Fiber Optic Guru stock highlight
Most recently, I've been looking at Alliance Fiber Optic (NASDAQ:AFOP), which makes high performance fiber optic components such as interconnect systems and couplers and splitters. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Comments on Deckers Outdoor Guru stock highlight
Deckers Outdoor (NYSE:DECK), which is best-known as the maker of Uggs, is working on broadening its product line away from winter footwear to more fashionable, all-season wares. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Comments on Show Carnival Guru stock highlight
Sure. The business of Shoe Carnival (NASDAQ:SCVL) remains solid—they've upgraded some of their women's brands in order to try to gain business from the moms who are in their stores buying for back-to-school and holidays. I like the way they're trying to grow the business in the face of some major challenges. More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK