Chuck Royce

Chuck Royce

Last Update: 07-06-2016

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's Largest 2nd-Quarter Trades Guru sells Cal-Maine and Noranda, buys Intevac
Chuck Royce (Trades, Portfolio), portfolio manager for Royce Pennsylvania Mutual Fund since 1972, is one of the pioneers in small-cap investing and enjoys one of the longest tenures of any active mutual fund manager. During the second quarter he traded the following stocks: Read more...
7 Stocks With High Yield and Strong Returns High and growing yield for these high-return stocks
Thanks to GuruFocus’ All-In-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed to long-term company profitability and a very strong financial situation: Read more...
Acuity Brands' CFO Sells Shares in Company 2 other insiders also reduce positions
Richard Reece (Insider Trades), CFO and executive vice president of Acuity Brands Inc. (AYI), sold 33,430 company shares on July 11. The price per share was $269.07 for a total transaction of $8,995,010. Read more...
Chuck Royce Discards Fuel Systems Solutions and Trims UniFirst A minitutorial on the customized tab of the All-in-One Screener
On June 30, small-cap investor Chuck Royce (Trades, Portfolio) reduced his UniFirst Corp. (NYSE:UNF) position by 21.25%. Additionally, the portfolio manager of Royce Pennsylvania Mutual Fund exited his position in Fuel Systems Solutions Inc. (NASDAQ:FSYS), selling his 1.39 million shares at a price of $5.40. Read more...
Ambac Financial Group CEO Invests in Company Insider acquires 20,000 company shares
Tavakoli Nader (Insider Trades), CEO and president of Ambac Financial Group Inc. (AMBC), acquired 20,000 shares of the company on June 27. The price per share was $15.07 for a total transaction of $301,400. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Chuck Royce's Largest 2nd-Quarter Trades Guru sells Cal-Maine and Noranda, buys Intevac Chuck Royce,Columbia Wanger,Tweedy Browne,Joel Gre - Chuck Royce's Largest 2nd-Quarter Trades
Chuck Royce (Trades, Portfolio), portfolio manager for Royce Pennsylvania Mutual Fund since 1972, is one of the pioneers in small-cap investing and enjoys one of the longest tenures of any active mutual fund manager. During the second quarter he traded the following stocks: More...

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7 Stocks With High Yield and Strong Returns High and growing yield for these high-return stocks Jim Simons,Chuck Royce - 7 Stocks With High Yield And Strong Returns
Thanks to GuruFocus’ All-In-One Screener, I want to highlight stocks that have a growing dividend yield with sustainable payout ratio. This sustainability is confirmed to long-term company profitability and a very strong financial situation: More...

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Acuity Brands' CFO Sells Shares in Company 2 other insiders also reduce positions Chuck Royce,Jim Simons - Acuity Brands' CFO Sells Shares In Company
Richard Reece (Insider Trades), CFO and executive vice president of Acuity Brands Inc. (AYI), sold 33,430 company shares on July 11. The price per share was $269.07 for a total transaction of $8,995,010. More...

RICHARD REECE, INSIDER TRADES, ACUITY BRANDS INC


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Chuck Royce Discards Fuel Systems Solutions and Trims UniFirst A minitutorial on the customized tab of the All-in-One Screener Chuck Royce - Chuck Royce Discards Fuel Systems Solutions And Trims UniFirst
On June 30, small-cap investor Chuck Royce (Trades, Portfolio) reduced his UniFirst Corp. (NYSE:UNF) position by 21.25%. Additionally, the portfolio manager of Royce Pennsylvania Mutual Fund exited his position in Fuel Systems Solutions Inc. (NASDAQ:FSYS), selling his 1.39 million shares at a price of $5.40. More...

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Rating: 5.0/5 (1 vote)

Small-Cap Value Leads 2Q16 Despite Brexit Interruption: Royce Funds Commentary Brexit looks likely to have a minor effect on U.S. small caps Chuck Royce - Small-Cap Value Leads 2Q16 Despite Brexit Interruption: Royce Funds Commentary
A once mildly bullish quarter turned wildly volatile in the wake of Brexit. The small-cap indexes then rebounded, recouping their losses to finish the quarter with modest gains. Despite the volatility, we saw certain longer-term trends continue to progress throughout the quarter. More...

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Small-Cap Value Stays Strong: Royce Funds Commentary Q&A with Chuck Royce and Francis Gannon Chuck Royce - Small-Cap Value Stays Strong: Royce Funds Commentary
Chairman Chuck Royce and Co-CIO Francis Gannon explain why they believe the combination of earnings and valuation will bolster value's leadership in the current small-cap cycle, discuss the impact of Brexit, and detail what they like about companies in sectors such as Industrials, Materials, and Financials. More...

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Bill Hench Sees a Deep Value Opportunity in Industrial Manufacturing Royce Funds commentary Chuck Royce - Bill Hench Sees A Deep Value Opportunity In Industrial Manufacturing
Portfolio Manager Bill Hench discusses the opportunities he sees in industrial manufacturing companies and how they have been impacted by recent events. More...

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Examining an Absolute Value Approach - Royce Funds Commentary Portfolio Manager Charlie Dreifus describes his absolute value approach and discusses why earnings play such a critical role Chuck Royce - Examining An Absolute Value Approach - Royce Funds Commentary
Portfolio Manager Charlie Dreifus describes his absolute value approach and discusses why earnings play such a critical role. More...

  • Currently 3.00/5

Rating: 3.0/5 (1 vote)

Ambac Financial Group CEO Invests in Company Insider acquires 20,000 company shares Jim Simons,Chuck Royce - Ambac Financial Group CEO Invests In Company
Tavakoli Nader (Insider Trades), CEO and president of Ambac Financial Group Inc. (AMBC), acquired 20,000 shares of the company on June 27. The price per share was $15.07 for a total transaction of $301,400. More...

NADER TAVAKOLI, INSIDER TRADES, AMBAC FINANCIAL GROUP INC


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RS Investment Continues to Buy Nike, Colgate Even stake in FedEx saw huge increase in last 2 quarters RS Investment Management,Chuck Royce,Jim Simons,Ba - RS Investment Continues To Buy Nike, Colgate
RS Investment Management (Trades, Portfolio) is a privately held San Francisco-based investment firm that provides services for pension and profit-sharing plans, pooled investment vehicles, corporations and banks. In both the fourth quarter of 2015 and first quarter of 2016 the guru bought shares in the following stocks: More...

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How Will the Brexit Affect Small-Caps? - Royce Funds Commentary Co-chief investment officers Chris Clark and Francis Gannon discuss Chuck Royce - How Will The Brexit Affect Small-Caps? - Royce Funds Commentary
Royce's Co-Chief Investment Officers Chris Clark and Francis Gannon on the surprising Brexit and the importance of prudence and perspective in the days ahead. More...

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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...

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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...

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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...

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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...

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