Chuck Royce

Chuck Royce

Last Update: 03-06-2017

Number of Stocks: 1079
Number of New Stocks: 64

Total Value: $15,588 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 (%)
20162311.9611.0
2015-9.91.38-11.3
2014-0.8613.69-14.5
3-Year Cumulative9.9 (3.2%/year)29 (8.9%/year)-19.1 (-5.7%/year)
201327.7332.39-4.7
201211.4516-4.6
5-Year Cumulative56.4 (9.4%/year)98.2 (14.7%/year)-41.8 (-5.3%/year)
2011-0.862.11-3.0
201026.4615.0611.4
200933.2526.466.8
2008-28.29-378.7
200712.735.497.2
10-Year Cumulative111.2 (7.8%/year)95.7 (6.9%/year)15.5 (0.9%/year)
20068.8115.79-7.0
200517.074.9112.2
200422.8210.8811.9
200338.7428.6810.1
2002-7.75-22.114.4
15-Year Cumulative323 (10.1%/year)164.2 (6.7%/year)158.8 (3.4%/year)
20019.61-11.8921.5
200017.12-9.126.2
199911.4921.04-9.6
19986.7428.58-21.8
199718.4133.36-15.0
20-Year Cumulative665.1 (10.7%/year)339.2 (7.7%/year)325.9 (3%/year)
199618.1322.96-4.8
199517.8137.58-19.8
19943.281.322.0
199319.0210.088.9
199215.87.628.2
25-Year Cumulative1415.7 (11.5%/year)791.8 (9.1%/year)623.9 (2.4%/year)

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...
Why Fortress Investments Is Extremely Undervalued Management is shareholder friendly with good dividend and stock buybacks
Fortress Investments (NYSE:FIG) shares are tremendously undervalued. The firm trades at a deep discount to a reasonable value even though it is recently showing growth in revenues, EPS and balance sheet value. It is also transitioning from the legacy private equity model into a permanent capital model. Management looks like it is very shareholder friendly with signficant dividend payouts and stock buybacks being executed. The firm has a total of $70 billion of assets under management, although the configuration isn’t ideal. There is a lot of upside earnings potential because of embedded value investments and optionality because of incentive payouts. Read more...
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. Read more...
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. Read more...
Whitney Tilson and the Saga of Lumber Liquidators Is it time to look again at this hardwood flooring importer and retailer?
Whitney Tilson (Trades, Portfolio), one of the high-profile investors followed by GuruFocus, has dramatically reversed his opinion about Lumber Liquidators Holdings Inc. (NYSE:LL). Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Insider Invests in Heritage Insurance Holdings CEO buys 16,000 shares Chuck Royce,Jim Simons - Insider Invests In Heritage Insurance Holdings
Bruce Lucas (Insider Trades), CEO and chairman of Heritage Insurance Holdings Inc. (NYSE:HRTG), bought 16,000 shares of the company on March 20. The average price per share was $12.57, for a total transaction of $201,120.  More...

BRUCE LUCAS, INSIDER TRADES, HERITAGE INSURANCE HOLDINGS INC


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Scott Black Continues to Buy Allergan, CVS Health, 6 Others The guru bought these stakes in the 3rd and 4th quarters Scott Black,Chuck Royce,Jim Simons,Dodge & Cox,Fir - Scott Black Continues To Buy Allergan, CVS Health, 6 Others
Scott Black (Trades, Portfolio) is the chairman, president, chief investment officer and chief compliance officer at Delphi Management Inc. He manages a portfolio composed of 93 stocks with a total value of $171 million. In the third and fourth quarters of 2016 the guru bought shares in the following stocks: More...

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Concerned About Interest Rate Risk? Consider Small-Caps Senior Investment Strategist Steve Lipper looks at the correlation of small-cap stock performance with rising interest rates Chuck Royce - Concerned About Interest Rate Risk? Consider Small-Caps
How might rising rates affect small-caps? More...

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Royce Funds Commentary: High Prices, Low Volatility With the S&P 500 VIX near its lowest levels in more than a decade, we anticipate more volatility for stocks Chuck Royce - Royce Funds Commentary: High Prices, Low Volatility
By Francis Gannon, co-chief investment officer, managing director More...

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Columbia Wanger Buys LCI Industries, Nasdaq Largest buys by the firm in the 4th quarter Columbia Wanger,Chuck Royce,Joel Greenblatt,Jeremy - Columbia Wanger Buys LCI Industries, Nasdaq
Columbia Wanger (Trades, Portfolio) manages a portfolio composed of 197 stocks with a total value of $7.123 billion. During the fourth quarter the guru bought shares in the following stocks: More...

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Insiders Invest in Airgain Directors purchase a combined 10,562 shares Chuck Royce, George Soros, Paul Tudor Jones - Insiders Invest In Airgain
Francis Egan and James Sims, directors of Airgain Inc. (NASDAQ:AIRG), purchased a combined total of 10,562 shares of the company, according to SEC filings. More...

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Royce Funds: How Does a Deep Value Investor Find New Ideas and Manage Risk? Portfolio Manager Bill Hench explains how he finds opportunities, avoids value traps and manages risk Chuck Royce - Royce Funds: How Does A Deep Value Investor Find New Ideas And Manage Risk?
Portfolio Manager Bill Hench explains how he finds opportunities, avoids value traps, and manages risk using his deep value strategy. More...

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Rating: 5.0/5 (1 vote)

Whitney Tilson and the Saga of Lumber Liquidators Is it time to look again at this hardwood flooring importer and retailer? Whitney Tilson,Chuck Royce,John Rogers,Warren Buff - Whitney Tilson And The Saga Of Lumber Liquidators
Whitney Tilson (Trades, Portfolio), one of the high-profile investors followed by GuruFocus, has dramatically reversed his opinion about Lumber Liquidators Holdings Inc. (NYSE:LL). More...

RETAIL, WHITNEY TILSON, KASE, CIGAR-BUTT


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A Worldwide Fashionable Brand for Income Investor The company is taking new risks in its expansion plans but it is paying high dividends Chuck Royce,John Hussman - A Worldwide Fashionable Brand For Income Investor
In this article, let's take a look at Guess? Inc. (NYSE:GES) and analyze some major catalysts and aspects of it. More...

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7 Stocks With Great 12-Month Performances Stocks that are beating the market Chuck Royce,Jim Simons,Ken Heebner,T Boone Pickens - 7 Stocks With Great 12-Month Performances
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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9 Cheap High-Yield Stocks Stocks with negative momentum and a high dividend yield Jim Simons, Chuck Royce, Mario Gabelli, Jeremy Gra - 9 Cheap High-Yield Stocks
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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8 High-Yield Stocks With Falling Prices Companies with high dividend yields and poor 1-year performances Jim Simons, Chuck Royce - 8 High-Yield Stocks With Falling Prices
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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6 Stocks With Strong Yields but Falling Prices Companies that pay shareholders, but whose prices have performed poorly Chuck Royce,Jim Simons - 6 Stocks With Strong Yields But Falling Prices
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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Rating: 5.0/5 (1 vote)

Royce Funds: A Most Wonderful Year for Small-Caps We believe we have turned the page on the 2011-2015 period in which financial markets behaved in such odd ways. Chuck Royce - Royce Funds: A Most Wonderful Year For Small-Caps
By Chris Clark, Royce Funds CEO and co-chief investment officer More...

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Royce Funds: How to Manage Risk in a Bull Market Portfolio Manager Jay Kaplan describes how he manages risk in a bull market and where he is currently finding opportunities Chuck Royce - Royce Funds: How To Manage Risk In A Bull Market
How Does a Contrarian Manage Risk in a bull Market? More...

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Royce Funds: Are Small-Caps Getting Back to Normal? Co-CIO Francis Gannon studies recent changes in the market, which seems to be consolidating, and how this could impact small-cap investors Chuck Royce - Royce Funds: Are Small-Caps Getting Back To Normal?
Royce's Charlie Dreifus recently remarked that in 2017 January exhibited a familiar tendency in which the fourth quarter's winners wind up being the inaugural month's worst performers while the that same quarter's worst performers become January's best. More...

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3M Insider Sells Holdings in Company Official parts with 28,183 shares Ken Fisher,Chuck Royce - 3M Insider Sells Holdings In Company
3M Co. (MMM) Chairman, President and CEO Inge Thulin (Insider Trades) sold 28,183 shares for $177.48 per share on Feb. 9. The total transaction was $5,001,919. More...

INGE THULIN, 3M CO, INSIDER TRADES


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Ronald Muhlenkamp Gains 4 New Holdings, Sells 2 Others Guru releases 4th-quarter portfolio Ronald Muhlenkamp,Chuck Royce,NWQ Managers,Jim Sim - Ronald Muhlenkamp Gains 4 New Holdings, Sells 2 Others
Ronald Muhlenkamp (Trades, Portfolio), the founder and portfolio manager of Muhlenkamp & Co. Inc., established four new holdings and exited two others in the final quarter of 2016. More...

MUHLENKAMP, BUYS, SELLS, 4Q


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8 High-Yield Stocks With a Negative 1-Year Performance United-Guardian declined 23.1% Chuck Royce, John Rogers, Jim Simons, Mario Gabell - 8 High-Yield Stocks With A Negative 1-Year Performance
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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UniFirst for Patient Investors Company has consistent earnings growth and no debt but has lagged as it waits to feel the tailwinds of rising energy prices Chuck Royce,Columbia Wanger,Tweedy Browne - UniFirst For Patient Investors
The "happy" in Happy New Year dropped out early in 2017 for UniFirst Corp. (NYSE:UNF) investors. As this three-month chart shows, the price opened about $12 lower on Jan. 4 after a soft earnings report: More...

CHUCK ROYCE, APPAREL, UNIFORMS, RENTAL, 5-STAR, PREDICTABLE, NO DEBT, GROWTH, ALL-IN-ONE SCREENER


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