Chuck Royce

Chuck Royce

Last Update: 2014-12-05

Number of Stocks: 1397
Number of New Stocks: 52

Total Value: $29,601 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 (%)
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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Royce Funds Commentary - Will Current M&A Activity Benefit Small-Caps?
With M&A total deal volumes running at their highest pace since 2007, what has spurred increased activity? Portfolio Manager Lauren Romeo and Director of Consultant Relations & Client Service Jeff Smith discuss the correlation between improving economic conditions and increased corporate spending. More...

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DENTSPLY´s Growth Opportunities Chuck Royce,Jean-Marie Eveillard - DENTSPLY´s Growth Opportunities
In this article, let's take a look at DENTSPLY International Inc. (XRAY), a $7.56 billion market cap company, which is a designer, developer, manufacturer and marketer of a broad range of products for the dental market. More...

dental market


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A Fast Growing Stock to Consider
In a previous article, we analyze quantitative aspects of Carter's, Inc. (CRI), a $4.3 billion market cap company, which is the largest branded marketer in the United States of apparel and related products exclusively for babies and young children. Now, in this article let's take a look at the intrinsic value and try to compare it with the current stock price. More...

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Chuck Royce Ups Stake in 3 Small Cap Stocks Chuck Royce - Chuck Royce Ups Stake In 3 Small Cap Stocks
Chuck Royce (Trades, Portfolio)’s Royce Funds invests with a long-term, risk-averse view and buys only small-cap stocks. The fund has $33 billion in total assets under management as of Sept. 30, 2014. More...

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You Should Wait to Invest in Teradata
In this article, let's take a look at Teradata Corporation (TDC), a $150.37 billion market cap company that spun off from NCR Corp. (NCR) in 2007 and has global operations focused on data warehousing and enterprise analytics. More...

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Royce Funds Commentary - A Healthy Skepticism is Key to Managing Risk
At Royce, our more-than-40-year investment approach is built on the idea that preserving capital is just as critical to successful long-term growth as growing it. Portfolio Manager Jim Stoeffel talks to Co-Chief Investment Officer Francis Gannon about his auditing background and how that experience influences the way he assesses risk. More...

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Symantec's Growth Makes Me Feel Bullish
In this article, let's take a look at Symantec Corporation (SYMC), a $17.88 billion market cap company that provides software solutions that enable consumers and enterprises to both protect their network infrastructure from potential threats and store their data. More...

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Royce Funds Commentary - Portfolio Replenishing During Bull Markets
Royce Opportunity Select and Opportunity Fund Portfolio Manager Bill Henchtalks with Principal Dave Gruber about his buying and selling process, which—while more difficult to maintain during up-market periods—remains consistent regardless of market movements. More...

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Is It Time to Buy a Downgraded Stock?
In this article, let's take a look at Occidental Petroleum Corporation (OXY), a $66.61 billion market cap company, which is an integrated oil and gas company, with significant exploration and production exposure. More...

Occidental Petroleum Corporation


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Royce Funds Commentary - Current Opportunities Built from Short-Term Headwinds
As bottom-up stock pickers who pay close attention to risk and valuation, we often see negative headlines as an opportunity to reevaluate our holdings and build our exposure to companies with long-term value at attractive entry points. Portfolio Manager Lauren Romeo provides her perspective on macro headwinds and how they affect our investment approach. More...

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Is Occidental's Spinoff Hurting the Company?
In this article, let's take a look at Occidental Petroleum Corporation (OXY), a $66.61 billion market cap company, which is an integrated oil and gas company with significant exploration and production exposure. More...

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Time Arbitrage and Financial Strength Chuck Royce,Warren Buffett - Time Arbitrage And Financial Strength
“The balance sheet is the barrier to the long-term arbitrage. We want to have the investment right even if we have the timing wrong”. – Chuck Royce (Trades, Portfolio) More...

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Royce Funds Commentary - 'When Volatility Rises, So Have Active Management Relative Results'
For many investors, volatility is often synonymous with risk. We as value investors (and risk managers), on the other hand, have always viewed volatility as a crucial component of active stock selection. In our latest Royce Research piece, we explore the relationship between low- and high-volatility environments and the relative performance of active managers versus their respective benchmarks during these periods. This deep dive is especially important in a market that has recently seen more volatility and its largest correction in almost three years. More...

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Westinghouse Air Brake: The Power of Predictability Chuck Royce,First Pacific Advisors - Westinghouse Air Brake: The Power Of Predictability
In a high tech age, an age that now depends on dashboard GPS and waits for the driverless car, it’s easy to take railroads for granted. And perhaps even easier to not see the gritty components that keep the steel wheels moving. More...

Westinghouse Air Brake, Railroads, Transportation,


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Royce Funds Commentary - 'Trick or Treat? Slow Global Growth Hits Cyclical Sectors Hardest'
As of October 13, the small-cap Russell 2000 Index was down 12.9% from its 2014 high on July 3—a double-digit correction not seen in more than three years. With the U.S. economy slowly improving and Fed tapering winding down as scheduled, what is driving this pullback? Co-Chief Investment Officer Francis Gannon talks about economic growth beyond our borders and how it has been playing a role in shifting investor sentiment. More...

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Having a Bullish Sentiment on The Gap
Apparel brands are increasing their focus on new product lines, e-commerce, investments in company-owned retail, as well as international expansion. In this article, let's take a look at one apparel retailer in a better consumer spending environment in most major markets. More...

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Too Many Uncertainties About j2 Global Right Now Jim Simons,Chuck Royce,Ken Fisher - Too Many Uncertainties About J2 Global Right Now
Musician Jaye Muller had a problem. The East German born and raised young man moved to Paris after the Berlin Wall fell and traveled widely after releasing his first album in 1993 (350,000 copies sold). More...

CLOUD, DIGITAL MEDIA, COMMUNICATIONS, LONG


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How Many Sears Stores Are Closing? Bruce Berkowitz,Chuck Royce - How Many Sears Stores Are Closing?
What does the future hold for Sears (SHLD)? Whatever it is, it doesn’t look very promising, and would-be investors might be wise to wait and see. More...

Sears, Kmart, Retail


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Royce Funds Commentary - 'Why Consider Brazil Now?'
We see Brazil as a country whose investment appeal appears evident based on enduring themes, including burgeoning middle-class consumption, a young and unlevered population, business acumen in fields as diverse as agriculture and manufacturing, and more. More...

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Chase Corporation: Who’s Right for this Small Cap? Chuck Royce - Chase Corporation: Who’s Right For This Small Cap?
Running an eye down the Undervalued Predictable screener at GuruFocus, we come across a small cap that generates predictable earnings, and is classified as undervalued to boot. More...

CHASE CORPORATION, INDUSTRIAL MATERIALS, CONSTRUCTION MATERIALS, LONG


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