Chuck Royce

Chuck Royce

Last Update: 05-04-2016

Number of Stocks: 1119
Number of New Stocks: 56

Total Value: $16,753 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 (%)
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 Adds to Stake in Media Company McClatchy McClatchy owns 29 newspapers in 28 locations in the US
Legendary guru Chuck Royce (Trades, Portfolio) is a Brown University graduate and received an MBA from Columbia University. Royce is known as one of the fathers of small cap investing. Royce Funds likes to focus on micro cap, small cap and small/mid-cap securities that have value within their industries and also have strong balance sheets. Royce has nearly 55 years of investment experience and 44 years of experience managing the Royce Funds. Read more...
Arnold Van Den Berg's Largest Buys in 1st Quarter Allegheny Technologies had an impact of 2% on his assets
Arnold Van Den Berg is a value investor who founded Century Management in 1974. He applies value investment strategies as his investment philosophy. He focused his first-quarter buys as follows: Read more...
Guess? Inc. CEO Invests in Apparel Brand CEO Victor Herrero purchases 1,031 shares
Victor Herrero (Insider Trades), CEO and Director of Guess? Inc. (GES), purchased 1,031 shares of the company on April 18. The average price per share was $17.39 for a total transaction cost of $17,929. Guess? Inc. designs, markets, distributes, and licenses consumer products such as apparel, denim, handbags, and related accessories worldwide. The company has a market cap of $1.52 billion and a P/S ratio of 0.67. 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...
Royce Funds Comments on Deckers Outdoor Guru stock highlight
Deckers Outdoor (NYSE:DECK), which is best-known as the maker of Uggs, is working on broadening its product line away from winter footwear to more fashionable, all-season wares. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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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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American Railcar and HCI Group May Be Undiscovered Gems 5 small cap ideas Carl Icahn,Chuck Royce - American Railcar And HCI Group May Be Undiscovered Gems
Attention, lovers of small stocks. Here are five small-capitalization stocks that I think qualify as undiscovered gems. More...

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Chuck Royce Adds to Stake in Media Company McClatchy McClatchy owns 29 newspapers in 28 locations in the US Chuck Royce - Chuck Royce Adds To Stake In Media Company McClatchy
Legendary guru Chuck Royce (Trades, Portfolio) is a Brown University graduate and received an MBA from Columbia University. Royce is known as one of the fathers of small cap investing. Royce Funds likes to focus on micro cap, small cap and small/mid-cap securities that have value within their industries and also have strong balance sheets. Royce has nearly 55 years of investment experience and 44 years of experience managing the Royce Funds. More...

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Rating: 4.0/5 (1 vote)

Arnold Van Den Berg's Largest Buys in 1st Quarter Allegheny Technologies had an impact of 2% on his assets Arnold Van Den Berg,Chuck Royce,Chris Davis,Paul T - Arnold Van Den Berg's Largest Buys In 1st Quarter
Arnold Van Den Berg is a value investor who founded Century Management in 1974. He applies value investment strategies as his investment philosophy. He focused his first-quarter buys as follows: More...

  • Currently 0.00/5

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Guess? Inc. CEO Invests in Apparel Brand CEO Victor Herrero purchases 1,031 shares Chuck Royce - Guess? Inc. CEO Invests In Apparel Brand
Victor Herrero (Insider Trades), CEO and Director of Guess? Inc. (GES), purchased 1,031 shares of the company on April 18. The average price per share was $17.39 for a total transaction cost of $17,929. Guess? Inc. designs, markets, distributes, and licenses consumer products such as apparel, denim, handbags, and related accessories worldwide. The company has a market cap of $1.52 billion and a P/S ratio of 0.67. More...

VICTOR HERRERO, GUESS INC, INSIDER TRADES


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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. More...

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Royce Funds Comments on Alliance Fiber Optic Guru stock highlight
Most recently, I've been looking at Alliance Fiber Optic (NASDAQ:AFOP), which makes high performance fiber optic components such as interconnect systems and couplers and splitters. More...

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Rating: 5.0/5 (1 vote)

Royce Funds Comments on Matrix Service Guru stock highlight
I also tend to think of my largest holding in Energy, Matrix Service (NASDAQ:MTRX), as more of an industrial engineering and construction company than a pure play energy business. Given that view, my weighting looks even smaller to me. More...

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Rating: 5.0/5 (1 vote)

Royce Funds Comments on Deckers Outdoor Guru stock highlight
Deckers Outdoor (NYSE:DECK), which is best-known as the maker of Uggs, is working on broadening its product line away from winter footwear to more fashionable, all-season wares. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

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. More...

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Rating: 5.0/5 (1 vote)

Royce Funds Commentary: An Encouraging Market Turn for a Disciplined Contrarian Jay Kaplan, CFA, portfolio manager, principal Chuck Royce - Royce Funds Commentary: An Encouraging Market Turn For A Disciplined Contrarian
Portfolio Manager Jay Kaplan talks about this Royce Fund enjoying one the best relative quarters in its history, why he has confidence in his core holdings, and how the shift toward a more normalized environment has so far rewarded profitability. More...

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Growing EPS for Viacom, Western Digital, Fossil They even offer a wide margin of safety Ken Fisher,Chuck Royce,Joel Greenblatt,Mario Gabel - Growing EPS For Viacom, Western Digital, Fossil
Companies with growing EPS are often a good investment as they can return a very good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have a five-year growing EPS. More...

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Why Fortress Investments Is Extremely Undervalued Management is shareholder friendly with good dividend and stock buybacks Chuck Royce - Why Fortress Investments Is Extremely Undervalued
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. More...

LONG, FINANCIAL SERVICES


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Helmerich & Payne, MasterCard Have Growing Dividend Yields Companies with strong, steady profitability and growing yield Prem Watsa, Chuck Royce, Warren Buffett - Helmerich & Payne, MasterCard Have Growing Dividend Yields
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 by long-term company profitability and a very strong financial situation. More...

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The Royce Funds Show Shift, Outperform YTD Q&A with Chris Clark and Francis Gannon Chuck Royce - The Royce Funds Show Shift, Outperform YTD
Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannondiscuss The Royce Funds' recent performance turnaround and how we are fully committed to ensuring that Royce remains preeminent in the small-cap space. More...

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CEO and President of Stage Stores Invests in Company Michael Glazer buys more than 24,000 company shares Chuck Royce,Paul Tudor Jones - CEO And President Of Stage Stores Invests In Company
Michael Glazer (Insider Trades), CEO and president of Stage Stores Inc. (SSI), bought 24,556 company shares on April 8. More...

MICHAEL GLAZER, STAGE STORES INC, INSIDER TRADES


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Royce Funds Commentary: A Shift to Small-Cap Value Q&A with Chris Clark and Francis Gannon Chuck Royce - Royce Funds Commentary: A Shift To Small-Cap Value
Royce's Co-CIOs, President Chris Clark and Managing Director Francis Gannondiscuss The Royce Funds' recent performance turnaround and how we are fully committed to ensuring that Royce remains preeminent in the small-cap space. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Chuck Royce Adds to Stake in Flexsteel Industries Guru acquires more than half a million company shares Chuck Royce - Chuck Royce Adds To Stake In Flexsteel Industries
Legendary guru Chuck Royce (Trades, Portfolio) added 501,912 shares of Flexsteel Industries Inc. (NASDAQ:FLXS) to his portfolio on Jan. 31. More...

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Chuck Royce Buys Matrix Service, Sells Shares of Finish Line Royce raises Matrix stake by 6% Chuck Royce - Chuck Royce Buys Matrix Service, Sells Shares Of Finish Line
Chuck Royce (Trades, Portfolio), president, co-chief investment officer and portfolio manager of Royce & Associates LLC, added to his existing stake in Matrix Service Co. (NASDAQ:MTRX) and reduced his stake in Finish Line Inc. (NASDAQ:FINL) on March 31. More...

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John Rogers' Recent Trades Guru raises some of his stakes with easy impacts on the portfolio John Rogers,Chuck Royce,Ken Fisher,Jim Simons,Thir - John Rogers' Recent Trades
John Rogers (Trades, Portfolio) is the founder of Ariel Investment LLC, which he started in 1983. As of 2008, the firm had over $15.5 billion in assets under management. The following are his first trades during the first quarter: More...

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