Chuck Royce

Chuck Royce

Last Update: 06-06-2016

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

Chuck Royce on His Oldest Mutual Fund Royce’s Pennsylvania Mutual Fund is up 10.93% year to date
Chuck Royce (Trades, Portfolio) purchased the Pennsylvania Mutual Fund through an acquisition of Quest Advisory Corp. in 1972. With the acquisition of the fund, he began to focus his investments more in the small-cap space which is what he and his firm are now known for in the industry. In 1997, Royce changed the name of Quest Advisory Corp. to Royce and Associates and further built out additional funds and investment professionals focused on small-cap stocks. Read more...
Chuck Royce Sells Most of Stake in Egg Company Guru reduces holdings in apparel companies in 1st quarter
To make an omelet, the saying goes, one must break a few eggs. Chuck Royce (Trades, Portfolio) of Royce & Associates may not have been making an omelet, but his largest reduction of the first quarter involved an egg company. Read more...
Wide Margins of Safety for These Stocks The DCF calculator helps to find low-priced investments
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...
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...
» More Chuck Royce Articles

Commentaries and Stories

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High Yield, Strong Returns: Sturm Ruger, Nu Skin Enterprises Companies with high, growing yields and steady returns Chuck Royce,Jim Simons,Louis Moore Bacon,Joel Gree - High Yield, Strong Returns: Sturm Ruger, Nu Skin Enterprises
Thanks to GuruFocus’ All-In-One Screener, I highlight stocks that have growing dividend yields with sustainable payout ratios. This sustainability is confirmed by long-term company profitability and a strong financial situation: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Investors: Mind the Gap in GAAP - Royce Funds Commentary The increased use of non-GAAP practices is a worrisome trend Chuck Royce - Investors: Mind The Gap In GAAP - Royce Funds Commentary
The increased use of non-GAAP practices is a worrisome trend that occludes transparency and can have a meaningful effect on stock prices. Portfolio Managers Charlie Dreifus and Steven McBoyle explain why. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

What Does Increased M&A Activity Signal? Royce Funds Commentary Portfolio Manager Jay Kaplan sees the first quarter's increase in small-cap M&A activity as a favorable signal for contrarian value investors Chuck Royce - What Does Increased M&A Activity Signal? Royce Funds Commentary
Portfolio Manager Jay Kaplan sees the first quarter's increase in small-cap M&A activity as a favorable signal for contrarian value investors. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Optimistic About the Small-Cap Market: Royce Funds Commentary By Bill Hench Chuck Royce - Optimistic About The Small-Cap Market: Royce Funds Commentary
Portfolio Manager Bill Hench on areas of the small-cap market he is optimistic about against the backdrop of a consumer-driven economy and low interest rates. More...

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Chuck Royce on His Oldest Mutual Fund Royce’s Pennsylvania Mutual Fund is up 10.93% year to date Chuck Royce - Chuck Royce On His Oldest Mutual Fund
Chuck Royce (Trades, Portfolio) purchased the Pennsylvania Mutual Fund through an acquisition of Quest Advisory Corp. in 1972. With the acquisition of the fund, he began to focus his investments more in the small-cap space which is what he and his firm are now known for in the industry. In 1997, Royce changed the name of Quest Advisory Corp. to Royce and Associates and further built out additional funds and investment professionals focused on small-cap stocks. More...

SMALL-CAP STOCKS


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Valuation + Earnings = Opportunities: Royce Funds Commentary We remain confident about small-cap value—even in the midst of increasing economic and market uncertainty Chuck Royce - Valuation + Earnings = Opportunities: Royce Funds Commentary
By Francis Gannon, co-chief investment officer, managing director More...

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Royce Special Equity Fund: Performance Turnaround and Investment Opportunities Why things got better in the first quarter Chuck Royce - Royce Special Equity Fund: Performance Turnaround And Investment Opportunities
Portfolio Manager Charlie Dreifus looks at Royce Special Equity Fund's first-quarter performance while discussing what contributed to its stronger performance. More...

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Chuck Royce Sells Most of Stake in Egg Company Guru reduces holdings in apparel companies in 1st quarter Chuck Royce - Chuck Royce Sells Most Of Stake In Egg Company
To make an omelet, the saying goes, one must break a few eggs. Chuck Royce (Trades, Portfolio) of Royce & Associates may not have been making an omelet, but his largest reduction of the first quarter involved an egg company. More...

  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

Wide Margins of Safety for These Stocks The DCF calculator helps to find low-priced investments Chuck Royce,Steven Cohen,Paul Tudor Jones,Joel Gre - Wide Margins Of Safety For These 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)

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...

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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


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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...

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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...

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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


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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...

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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...

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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...

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