Chuck Royce

Chuck Royce

Last Update: 2014-09-05

Number of Stocks: 1422
Number of New Stocks: 95

Total Value: $33,597 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 (%)
201327.7331.55-3.8
201211.4515.4-3.9
2011-0.862.08-2.9
3-Year Cumulative41.1 (12.2%/year)55 (15.7%/year)-13.9 (-3.5%/year)
201026.4615.0611.4
200933.2526.466.8
5-Year Cumulative137.8 (18.9%/year)125.5 (17.7%/year)12.3 (1.2%/year)
2008-28.29-378.7
200712.735.617.1
20068.8115.79-7.0
200517.074.9112.2
200422.821210.8
10-Year Cumulative200.8 (11.6%/year)104.1 (7.4%/year)96.7 (4.2%/year)
200338.7428.710.0
2002-7.75-22.114.4
20019.61-11.921.5
200017.12-9.126.2
199911.4921-9.5
15-Year Cumulative451 (12%/year)98.3 (4.7%/year)352.7 (7.3%/year)
19986.7428.6-21.9
199718.4133.4-15.0
199618.1323-4.9
199517.8137.6-19.8
19943.281.32.0
20-Year Cumulative900.9 (12.2%/year)483.2 (9.2%/year)417.7 (3%/year)
199319.0210.18.9
199215.87.68.2

Top Ranked Articles

GuruFocus Interview with Chuck Royce: Responses to Readers' Questions
A few weeks ago, GufuFocus invited readers to ask Chuck Royce their investing questions. Mr. Royce is the president and co-chief of The Royce Funds, whose Premier Fund (RYPRX) returned 26.5% last year, and a legendary small-cap investor. Read more...
Q and A with Gurus: Chuck Royce Takes Your Questions
GuruFocus is excited to announce that renowned small-cap investing guru Chuck Royce will join our readers for a Q&A session. Mr. Royce is the President and Co-Chief Investment Officer of New York-based Royce & Associates, a tremendously successful small-cap investing firm which has $37 billion in assets under management. Read more...
Exclusive Interview with Steven McBoyle: Portfolio Manager at Royce Funds
Steven G. McBoyle, CPA, CA, is a portfolio manager for Royce & Associates LLC, investment adviser for [i]The Royce Funds. He manages Royce SMid-Cap Value Fund (with Whitney George) and Royce SMid-Cap Select Fund. Mr. McBoyle joined Royce in 2007. He was previously a Partner (2005-2007), Portfolio Manager (2004-2007) and Senior Research Analyst (2001-2003) at Lord Abbett & Co. Prior to that, he was a vice president, mergers & acquisitions, at Morgan Stanley (2000-2001). Similarly, he was a vice president, mergers & acquisitions, at Salomon Brothers (1997-2000). Prior to that, Mr. McBoyle worked at Deloitte & Touche (1990-1995). Mr. McBoyle holds a bachelor's degree from the University of Waterloo, Canada, and a Master of Business Administration from Columbia University. He is also a chartered accountant, with a degree from the Institute of Chartered Accountants in Ontario, Canada. Read more...
Deep Sea Fishing in an Ocean of 52-Week Lows - Search 740 US Stocks
Like stocks at a 52-week low, some amazing and elusive deep sea fish live in the dark waters out of visual range, and some of the best catches can come from the mysterious floor. It could pay to motor out and cast a line in this week’s ocean of 52-week lows. Read more...
Bruce Berkowitz Has More Plans for The St. Joe Company Investment
No single bullet has been fired, but the debate between Bruce Berkowitz and David Einhorn over the investment merits of St. Joe Company (JOE) is simply spectacular. GuruFocus data shows Berkowitz controls about 26.9 million shares of the Florida land owner and real estate company. Einhorn, of course, started the whole fight by presenting a short case in this year’s Value Investing Congress. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Chuck Royce Commentary - 'Prospects for the U.S. Economy'
Chief Executive Officer Chuck Royce discusses potential drivers of economic growth with President Chris Clark. More...

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Whitney George Discusses His Favorite Two Domestic Stock Picks
In the video below Whitney George of the Royce Funds discusses two of his favorite ideas. More...

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Chuck Royce Commentary – 'Whitney George on Two Domestic Stock Picks'
Portfolio Manager and Managing Director Whitney George talks about why he currently likes digital and analog chip maker Cirrus Logic and real estate asset manager Kennedy Wilson. More...

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Latest Real Time Picks From The Gurus Chuck Royce,Arnold Van Den Berg,Paul Singer,Lee Ai - Latest Real Time Picks From The Gurus
The Real Time Picks section of GuruFocus is a great way to ideas from the investing gurus. We currently follow 147 guru portfolios. If a guru makes a purchase or sale of a company in which he or she owns a greater than 5 percent stake, SEC regulations require the trade to be reported within 10 days. Some of the gurus report their trades within 2 days. The type of filing can disclose whether the trade is a passive (Schedule 13G) or activist (Schedule 13D) holding. The link to the filing is available through the Real Time Picks section. The latest picks are from Chuck Royce, Arnold Van Den Berg, Paul Singer, Lee Ainslie, and Mario Gabelli. More...

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Chuck Royce Commentary - 'How Quality Can Lead in the Small-Cap Market'
While quantitative easing has allowed financially leveraged companies to improve their fiscal health over the past several years, Chuck Royce sees signs of small-cap leadership for quality moving forward. More...

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Advance Auto Parts: A Decade of High Return on Equity
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of Advance Auto Parts Inc. (AAP). More...

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Chuck Royce - 'The Long-Term Value of Active Management in the Small-Cap Space'
As the ongoing debate about the effectiveness of active management, especially since the proliferation of ETFs and index funds, continues unresolved, it is difficult for us not to be biased. Our focus, however, remains solely on long-term outperformance and the interests of our shareholders, and we believe the best way of accomplishing this is through careful stock selection and having an absolute standard. More...

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What ROE Tells Me About DSW Inc.?
In this article, let´s see one of the most important financial ratios applying to stockholders, the best measure of performance for a firm's management: the Return on Equity (ROE), and we are going to analyze it in the case of DSW Inc. (DSW). More...

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Royce Funds Commentary - 'Opportunity and Opportunity Select: Differences and Similarities'
While similar to Opportunity in terms of investment themes, Opportunity Select uses a different portfolio composition. More...

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Royce Funds Commentary - 'There's No Such Thing as a Sure Thing'
There have been times during our 40+ years of history where our investment approach to smaller companies has been favored, unheeded, and at other times somewhere in the middle. The various methods of evaluating portfolio performance, and the sheer number of people willing to do that for us, make our own internal standards that much more significant. More...

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Income Investors May Find Lorillard's Dividend Yield Very Attractive Chuck Royce,Eric Mindich - Income Investors May Find Lorillard's Dividend Yield Very Attractive
In this article, let's take a look at Lorillard, Inc. (LO), a $21.76 billion market cap company, which is the third-largest U.S. tobacco company and the leading manufacturer and marketer of menthol cigarettes. More...

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A Leader in the Global Security Software
In this article, let's take a look at Symantec Corporation (SYMC), a $16.74 billion market cap company, which is a provider in security, backup and availability solutions. More...

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Veeco May Illuminate Your Portfolio
In this article, let's take a look at Veeco Instruments Inc. (VECO), a $1.44 billion market cap company, which is a company that designs, manufactures and markets equipment to make light-emitting diodes (LEDs), solar panels, hard-disk drives and other devices. More...

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Mario Gabelli Sells 3% of Holdings in SL Industries
Guru Mario Gabelli (Trades, Portfolio) sold nearly 3% of his holdings (total holdings were 475,508 shares before the transaction) in SL Industries Inc. (SLI) on August 14, selling at $39.74 a share. More...

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I Feel Bullish on The Gap
Apparel brands are increasing their focus on new product lines, e-commerce, investments in company-owned retail, as well as international expansion. In this article, let's take a look at one apparel retailer in a better consumer spending environment in most major markets. More...

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I Will Stay Away From This Potash Stock
In this article, let's take a look at The Mosaic Company (MOS), a $17.13 billion market cap company, which is one of the world's largest producers and marketers of concentrated phosphate and potash crop nutrients for the global agriculture industry. More...

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Royce Funds Commentary - Is the Improving Economy a Good Sign for Active Managers?
There are still enough opportunities out there to keep returns in positive territory through the end of 2014. This could make the market's next act a very happy one for active small-cap managers. More...

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Other Solid Stock in a Promising Industry
In this article, let's take a look at Occidental Petroleum Corporation (OXY), a $77.63 billion market cap company, which is an integrated oil and gas company, with significant exploration and production exposure. More...

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Royce Funds Commentary - Current Economic Conditions May Push Valuations Higher
Portfolio Manager Charlie Dreifus talks with Principal Dave Gruber about the current economy and the possibility of higher equity valuations. More...

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Royce Funds Commentary - Drawing Parallels Between Company Quality and Economic Strength
The strengthening economy, the possibility of higher interest rates, and ongoing tapering may benefit those with a quality-driven investment approach. Portfolio Manager Whitney George discusses why our disciplined approach has been out of sync over the past few years and the recent rebound for economically sensitive businesses—and the asset managers who invest in them. More...

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