Chuck Royce

Chuck Royce

Last Update: 2014-04-01

Number of Stocks: 1435
Number of New Stocks: 97

Total Value: $34,900 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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Golden Star Continues to Lose Ground
At the end of 2013 I wrote about Golden Star Resources Ltd. (GSS)’s troublesome future and gave several reasons for my bearish stance towards the stock. A small market, high geopolitical risk in some of the countries the firm operates, along with overexpansion in times of fluctuating gold prices gave tune to the massive shedding of shares by investment gurus. Five months have past since I last considered Golden Star’s potential, and everything indicates the situation has not changed. More...

GOLD,MINING,MALI,PRECIOUS METALS,ORE EXTRACTION,DRILLING


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Largest CEO Buys of the Week Chuck Royce - Largest CEO Buys Of The Week
Over the past week there were several companies reporting smaller insider buys along some large insider sells. The following insiders reported the largest insider buys over the past week. These transactions were judged based on the number of insiders buying, transaction amount and the amount of shares being purchased More...

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Three CEOs Reporting $100,000 Insider Buys Chuck Royce - Three CEOs Reporting $100,000 Insider Buys
Over the past week we’ve seen several large insider buys as well as several coming from the companies’ CEOs. It is interesting to note when a CEO, or even a CFO, buys because these insiders supposedly have the most intimate knowledge of their company's workings. More...

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Royce Funds Commentary - Understanding Market Cycles and Fund Performance
By Gunjan Banati More...

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Royce Funds Commentary - Chip Skinner on 1Q14: Looking at Current Long-Term Growth Plays
Portfolio Manager and Principal Chip Skinner talks about the market's more volatile behavior in the first quarter, potential growth areas that he finds interesting, ideas in which he has high confidence, and one stock that has recently done well for him. More...

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Morning Coffee: Real-Time Guru Picks Chuck Royce - Morning Coffee: Real-Time Guru Picks
This morning we will take a look at the latest Real Time Picks from the gurus. A schedule 13G indicates the investor will take a passive role. A schedule 13D indicates the investor may take a more active role. Here are the latest filings: More...

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A Small Airline Can Make Big Waves too
After a solid fiscal 2013, JetBlue Airways Corporation (JBLU) is expected to deliver somewhat weaker results for the first quarter of 2014. The rough winter climate will likely reduce revenue by approximately $45 million and operating income by $30 million for quarter one, with this year’s Easter set in April instead of March, further affecting performance. Also, the snowstorm that hit the U.S. at the beginning of March forced the company to cancel several flights from the Aeropuerto Internacional de Las Américas (AILA) to New York, causing concern among customers. More...

AIRLINES,TRAVEL,PASSENGERS,TRUEBLUE,PLANES


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Chuck Royce on 1Q14: Despite Minor Pullback, Market Still Shows Strength
Despite the market's subdued first-quarter performance, annualized total returns for the major indexes remained in double-digit territory for the one-, three-, and five-year periods ended March 31, 2014. President, Director of Investments, and Portfolio Manager Chuck Royce offers his thoughts on the market's behavior during the first quarter and why he thinks investors can expect a major correction within the next twelve months. More...

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Gain International Exposure with Small-Caps - Royce Funds Commentary
Portfolio Manager and Director of International Research David Nadel discusses our attraction to international small-caps, how our investment approach translates into the international small-cap universe, how we try to avoid value traps, the effect monetary policy has had on our approach and performance, and more. More...

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Mallinckrodt Acquired San Diego Pharma and Much More
According to GuruFocus Real Time Picks, on March 3, Mario Gabelli (Trades, Portfolio), the chairman and CEO of GAMCO Investors Inc. added Cadence Pharmaceuticals Inc. (CDX) at an average price of $13.98. On March 13, Gabelli reported 5.76% stake in Cadence, but the day after that, health care products maker Mallinckrodt Public Ltd. Co. (MNK) completed a $1.4 billion acquisition of Cadence. On March 20, as a result of the completion of the acquisition, Gabelli no longer has beneficial ownership of any of its shares. Another hedge fund with a long position was Israel Englander, who increased its holding by 844% during the last quarter. More...

LONG, PHARMA, HEALTH, CARE


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CEOs Report Expensive Insider Buys Over the Past Week Chuck Royce - CEOs Report Expensive Insider Buys Over The Past Week
Over the past week we’ve seen several large insider buys as well as several coming from the companies’ CEOs. It is interesting to note when a CEO, or even a CFO, buys because these insiders supposedly have the most intimate knowledge of their company's workings. More...

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Can Malllinckrodt Keep on Crushing Expectations?
Engaged in the pharmaceutical business and based in Dublin, Ireland, Mallinckrodt PLC (MNK) is a developer, manufacturer, marketer and distributor of specialty pharmaceutical products and diagnostic imaging agents. Its business segments include branded and generic drugs, sold to wholesalers and retail drugstore chains, as well as contrast media and nuclear imaging agents. Mallinckrodt's primary focus on pharmaceuticals is on products in the pain therapeutic class, especially after being spun-off by Covidien (COV) last summer. More...

LONG, PHARMA, SPECIALTY, IRELAND


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Charlie Dreifus on the Fed and Interest Rates
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CHARLIE DREIFUS, ROYCE FUNDS


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Charlie Dreifus on Picking Large-Cap and Small-Cap Stocks
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CHARLIE DREIFUS, ROYCE FUNDS


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How Charlie Dreifus Uncovers Absolute Value
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CHARLIE DREIFUS, ROYCE FUNDS


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Royce Funds Commentary - A Focus on Dividends and Cash Flow
By Charlie Dreifus More...

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Royce Funds - Discipline & Consistency
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ROYCE FUNDS, CHUCK ROYCE


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Royce Funds' Small-Cap Orientation
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CHUCK ROYCE, ROYCE FUNDS


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The Royce Funds Culture
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CHUCK ROYCE, ROYCE FUNDS


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Chuck Royce - Small-Cap Opportunities in a Bull Market
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CHUCK ROYCE, ROYCE FUNDS


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