Chuck Royce

Chuck Royce

Last Update: 05-13-2015

Number of Stocks: 1233
Number of New Stocks: 75

Total Value: $26,432 Mil
Q/Q Turnover: 3%

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 (%)
2014-0.8613.69-14.5
201327.7332.39-4.7
201211.4516-4.6
3-Year Cumulative41.1 (12.2%/year)74.6 (20.4%/year)-33.5 (-8.2%/year)
2011-0.862.11-3.0
201026.4615.0611.4
5-Year Cumulative76.9 (12.1%/year)105.1 (15.5%/year)-28.2 (-3.4%/year)
200933.2526.466.8
2008-28.29-378.7
200712.735.497.2
20068.8115.79-7.0
200517.074.9112.2
10-Year Cumulative142.8 (9.3%/year)109.4 (7.7%/year)33.4 (1.6%/year)
200422.8210.8811.9
200338.7428.6810.1
2002-7.75-22.114.4
20019.61-11.8921.5
200017.12-9.126.2
15-Year Cumulative389.9 (11.2%/year)86.4 (4.2%/year)303.5 (7%/year)
199911.4921.04-9.6
19986.7428.58-21.8
199718.4133.36-15.0
199618.1322.96-4.8
199517.8137.58-19.8
20-Year Cumulative860.8 (12%/year)554.6 (9.8%/year)306.2 (2.2%/year)
19943.281.322.0
199319.0210.088.9
199215.87.628.2

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

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary - Collecting High-Quality Stocks for the Long Term
Royce Premier Fund, which has more than 20 years of history, represents the firm's highest conviction stocks. CEO Chuck Royce talks with Co-CIO Francis Gannon about how the portfolio is constructed and some of the characteristics prevalent in the portfolio today. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Chuck Royce keeps on buying INVE
Chuck Royce (Trades, Portfolio) is the president, co-chief investment officer and portfolio manager of Royce & Associates LLC, a hedge fund composed of 1233 stocks and that has a total value of $26,432 million. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary - The Market and U.S. Economy from a Small-Cap Perspective
Portfolio Manager and Principal Jay Kaplan discusses current market and economic conditions and what he's hearing from company management teams, the effect energy prices are having on some of his holdings, and Royce's competitive advantage within the small-cap space. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary - On the Road to Normal
While conflicting signs of economic strength are, for the time being, stalling a rise in rates, Portfolio Manager Charlie Dreifus continues to believe that active stock picking remains an attractive approach in the current environment. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Royce Funds Commentary - What's Driving M&A in the Healthcare Space?
Portfolio Manager Carl Brown believes that cash-rich corporate balance sheets and increased competitiveness in the healthcare universe will make smaller companies attractive targets for M&A activity. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Chuck Royce Increases Stakes in Three Positions During 1Q2015
Chuck Royce (Trades, Portfolio) of Royce & Associates LLC recently increased his stakes in three positions in his portfolio. Royce currently owns 1,233 stocks that have a total value around $26.43 billion and a 3% quarter over quarter turnover rate. More...

Chuck Royce


  • Currently 0.00/5

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Chuck Royce Interview - Energy, Interest Rates, and Risk Management Today
Chuck Royce discusses some of the events that helped shape the first quarter and the prospects for risk management in a more normalized environment. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Royce Funds Commentary - Risk, Volatility, and Royce Total Return Fund
By Chuck Royce (Trades, Portfolio) and Jay Kaplan More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Chuck Royce Commentary - Royce Pennsylvania Mutual - The Next Five Years for Our Flagship Chuck Royce - Chuck Royce Commentary - Royce Pennsylvania Mutual - The Next Five Years For Our Flagship
In its 40+ years of history, Royce Pennsylvania Mutual Fund has sought to provide shareholders with strong absolute long-term performance with lower volatility and better down market protection than its peers and benchmark. More...

COMMENTARY, STOCKS


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Rating: 0.0/5 (0 votes)

Growing & Undervalued : Helmerich & Payne Inc.
From my watch list, let’s have a view of Helmerich & Payne Inc (HP), that looks undervalued based on the Peter Lynch Price Value and with an EBITDA that is growing year by year. More...

STOCKS, INVESTMENT


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

5 Insiders Buy CBYL Shares
The All-In-One Guru Screener, can be used to find the most insider buys over the past week by clicking on the "Insiders" tab and changing the settings for All Insider Buying to "500,000+ shares at $2,000,000" and Duration to "over the past 7 days." More...

Crbylan Therapeutics, Cosi


  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Prem Watsa's Stocks With Growing EBITDA
Prem Watsa (Trades, Portfolio) is the founder of Fairfax Financial Holdings, which he has managed since 1986. The name means “Fair, Friendly Acquisitions.” and in the first five years, from 1985 to 1989, the Book Value per share of Fairfax grew from $1.52 to $10.50. More...

Prem Watsa, EBITDA


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Royce Funds Commentary - 1Q15 Market: Slow Start Leads to Solid Gains
We believe U.S. equity returns for the next five years will be positive, but lower than the last five. We think companies with stronger fundamentals will be market leaders in this lower-return environment, which should favor disciplined active stock pickers. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Small Cap Guru Chuck Royce - Will Rising Rates Benefit Active Stock Pickers? Chuck Royce - Small Cap Guru Chuck Royce - Will Rising Rates Benefit Active Stock Pickers?
What, if any, encouraging signs for active small-cap approaches did you see in 2015's first quarter? More...

ENERGY, STOCK


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Some Reasons to Consider Nordstrom in Your Long-Term Portfolio
In this article, let's take a look at Nordstrom Inc. (JWN), a $15.54 billion market cap company that is a specialty retailer of apparel and accessories, widely known for its emphasis on service, which operates some 290 stores in 38 states. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

David Nierenberg's New Adds
David Nierenberg (Trades, Portfolio) is the Founder of the D3 Family of Funds, which manages $350 million in four private investment partnerships. Mr. Nierenberg serves on the Washington State Investment Board, which manages $80 billion of public employee retirement funds. He is a graduate of Yale College and Yale Law School. More...

  • Currently 3.33/5

Rating: 3.3/5 (3 votes)

Triple Screen Winner: Westwood Holding Group Third Avenue Management,Chuck Royce,Jim Simons,Mar - Triple Screen Winner: Westwood Holding Group
Each month, GuruFocus writer Vera Yuan researches and presents lists of stocks that manage to pass multiple screeners, in different regions (How Many Stocks Can Pass GuruFocus Value Screeners? – March 6, 2015). More...

FINANCIAL, ASSET MANAGEMENT, MUTUAL FUNDS, LONG


  • Currently 0.00/5

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Royce Funds Commentary - Special Equity Fund: Looking Back at 2014 and Ahead to 2015
Portfolio Manager Charlie Dreifus discusses the current state of Royce Special Equity Fund's portfolio and what he believes could be a potential tailwind for some of his holdings as the year develops. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Royce Funds Commentary - Premier: Building a High-Conviction Portfolio of Superior Businesses
Portfolio Manager Lauren Romeo talks about how many holdings that populate this Royce portfolio are companies we have seen persevere through various economic cycles, changing industry conditions, and company-specific challenges. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Exclusive Q&A Interview With Chuck Royce Coming Soon to GuruFocus Chuck Royce - Exclusive Q&A Interview With Chuck Royce Coming Soon To GuruFocus
Chuck Royce (Trades, Portfolio) of Royce & Associates LLC has agreed to participate in a Q&A with GuruFocus. We would like to invite you, the readers and subscribers, to post your questions in the comment box below. More...

Q&A, CHUCK ROYCE INTERVIEW


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