Chuck Royce

Chuck Royce

Last Update: 08-10-2015

Number of Stocks: 1211
Number of New Stocks: 59

Total Value: $23,670 Mil
Q/Q Turnover: 4%

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 (NYSE: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)

'U.S. Small-Caps: A Look Forward and a Look Back' - Royce Funds Commentary Royce Funds, a small-cap investment manager, names the sectors it believes will excel in the near future.
While we have recently witnessed extraordinary runs from certain sectors of the small-cap market, Portfolio Manager Bill Hench believes a rally for many stocks in the small-cap universe, especially those more closely tied to domestic GDP, is still in the offing. More...

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Rating: 5.0/5 (1 vote)

Basic Energy Services CEO Buys 15,000 Shares
Roe Patterson (Insider Trades), CEO and president of Basic Energy Services Inc. (BAS), bought 15,000 shares of the company on Aug. 19. The average price per share was $4.32, for a total transaction of $64,800. Basic Energy Services provides well site services essential to maintaining production from oil and gas wells. The company’s market cap is $176.49 million and P/S ratio is 0.14. More...

ROE PATTERSON, BASIC ENERGY SERVICES INC, INSIDER TRADES


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Logitech International CEO Buys 3,700 Shares
Bracken Darrell (Insider Trades), CEO and President of Logitech Internation SA (LOGI), bought 3,700 shares on Aug. 18. The average price per share was $13.40, for a total transaction cost of $49,580. Logitech International SA is a Swiss company that designs music, gaming, video, and computer products. It is a publically traded company on the SIX Swiss Exchange (LOGN), and on the Nasdaq Global Select Market (NASDAQ:LOGI). Logitech International’s market cap is $2.18 billion, and P/S ratio is 1.04. More...

BRACKEN DARREL, LOGITECH INTERNATIONAL SA, INSIDER TRADES


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

How Are We Responding to This Challenging Period? - Royce Funds Commentary
CEO Chuck Royce and Co-CIO Francis Gannon discuss how Royce has responded to the challenges our active management approach has faced over the last few years. More...

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Chuck Royce and Francis Gannon Discuss Active Management Challenges
In a recent discussion, Chuck Royce (Trades, Portfolio) and Francis Gannon of Royce & Associates LLC reported on how their firm has responded to active management challenges in the industry. Strategically adding coverage and narrowing the firm’s research focus in key areas have been two initiatives that have helped the firm capture greater returns in high quality equity investments. More...

VALUE INVESTMENTS


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Green Square Capital's Top Buys in Q2 2015
At the end of the second quarter of 2015, the hedge fund Green Square Capital LLC reported a total value of its portfolio of $449,845,000 with a increase of 1.19% since the previous quarter. More...

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Is the Small-Cap Market out of Joint? – Chuck Royce and the Royce Funds
"The time is out of joint" More...

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Saia, Werner Enterprises Among New Stakes in Chuck Royce's Portfolio Chuck Royce - Saia, Werner Enterprises Among New Stakes In Chuck Royce's Portfolio
You know those television commercials that depict some character and/or situation and the narrator observes, “It’s what you do” in a tone of voice that suggests that it would be silly to say otherwise? That’s the kind of thing an observer could say about Chuck Royce (Trades, Portfolio), Royce & Associates’ president, co-chief investment officer and portfolio manager. More...

Chuck Royce, Saia, Werner Enterprises


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Is the Small-Cap Market Out of Joint? - Royce Funds Commentary
While results for most stocks in the first half were decidedly bullish, the primary drivers of performance continue to be unsettling—especially for those with an active, risk-conscious approach who’ve lagged in an environment that has often shown favor to highly levered, non-earning, and more speculative businesses. The question is—when will the speculative bubble burst? More...

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Officers of Support.com Acquire Shares of Company Stock
Roop Lakkaraju (Insider Trades), executive vice president, CFO and COO of support.com Inc. (SPRT), bought 12,300 shares of the company on Aug. 4. The average price per share was $1.22, for a total transaction of $15,006. Support.com provides companies with Cloud-based software and services that enable technology support. The company’s market cap is 67.93 million, and P/S ratio is 0.75. More...

ROOP LAKKARAJU, SUPPORT.COM, INSIDER TRADES


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Smaller-Companies Growth: Seeking Emerging Industry Leaders
Instead of betting on speculative or unsustainable growth, Portfolio Manager Chip Skinner looks for industry leaders being driven by a new product or technology that can potentially compound annually at 15% or higher. He and CEO Chuck Royce talk about the kind of emerging industries and attractive themes that Chip is looking at in Smaller-Companies Growth's portfolio. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary - Taking Stock of the Changing Environment
By Chris Clark, president, co-chief investment officer More...

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Noranda Aluminum Holding Corp. Insider Buys 196,000 shares
Layle Smith (Insider Trades), President and CEO of Noranda Aluminum Holding Corp. (NOR), bought 196,000 shares on July 23, 2015. The average price per share was $0.51, for a total transaction of $99,960. Noranda Aluminum Holding Corp. is a North American producer of aluminum products with a market cap of 37.20 million and a P/S ratio of 0.03. More...

LAYLE SMITH, NORANDA ALUMINUM HOLDING CORP, INSIDER TRADES


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Royce Funds Commentary - Royce International Premier: A Portfolio of World-Class Businesses
Modeled after Royce Premier Fund, which is managed by Chuck Royce and one of our oldest (and primarily domestic) Funds, Royce International Premier seeks to own non-U.S. companies that meet a very specific set of investment criteria. Portfolio Manager David Nadel and CEO Chuck Royce talk about the portfolio's investment strategy and the types of businesses we want to hold for the long term. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary - The Foundations for Royce's Future Success
During the course of the past few years, many of our Funds have experienced relative performance challenges. While the same factors that most contributed to our past success—people, process, and performance—will remain the foundation for our success in the future, we are also constantly seeking to improve and have found areas where we needed to make adjustments. We are using those same factors that helped to drive our historical success to guide us as we move forward. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Insider at Netsol Technologies Inc. Buys 3,000 Shares
Najeeb Ghauri (Insider Trades), CEO of NetSol Technologies Inc. (NTWK), bought 3,000 shares of the company on July 22. The average price per share was $4.99, for a total transaction of $14,970. NetSol is a worldwide provider of IT and enterprise software solutions, primarily serving the global leasing and financing industry. The company’s market cap is $50.55 million, and P/S ratio is 1.11. More...

NAJEEB GHAURI, INSIDER TRADES


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Cue Financial Group Buys Visa in Q2 2015 Chuck Royce,Jim Simons - Cue Financial Group Buys Visa In Q2 2015
At the end of the second quarter of 2015, the hedge fund Cue Financial Group Inc. reported a total value of its portfolio of $106,266,000 with an increase of 6.92% since the previous quarter. More...

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Context Capital Management's Top Buys in Q2 2015
Context Capital Management, LLC ended the second quarter with a portfolio value of $57.77 million, which increased by $2.59 million from the previous quarter. 48.42% of the institutional investor’s portfolio is listed in the U.S. More...

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Rating: 1.0/5 (1 vote)

Royce Funds Commentary - Micro-Caps Look Attractive in an Expanding Economy
Portfolio Manager Bill Hench discusses the recent changes to Micro-Cap Opportunity, managing risk with a concentrated portfolio, where he's been finding value, and his outlook going forward. More...

  • Currently 4.00/5

Rating: 4.0/5 (1 vote)

Dover's Current Stock Price Represents Good Entry Point
In this article, let's take a look at Dover Corp (NYSE:DOV), a $10.92 billion market cap company, which is a company which manufactures a broad range of specialized industrial products and sophisticated manufacturing equipment. More...

Dover


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