Chuck Royce

Chuck Royce

Last Update: 01-23-2017

Number of Stocks: 1078
Number of New Stocks: 51

Total Value: $15,188 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

6 Questions With Conference Speaker Charlie Dreifus Introduction to Royce Funds portfolio manager, small-cap equity specialist and Morningstar fund manager of the decade
Charlie Dreifus is a portfolio manager at small-cap equity specialist, The Royce Funds. He manages the firm's Special Equity mutual funds that attempt to combine classic value analysis, the identification of good businesses, and accounting cynicism. Read more...
Royce Funds Comments on Knight Transportation Guru stock highlight
Knight Transportation (NYSE:KNX) is also a TL carrier that operates primarily in the U.S. The company has more exposure to the non-contractual spot market, as opposed to longer-term, contractual business. I think those new regulations may cause spot-market prices to increase throughout 2016, which would benefit Knight’s business. Read more...
Royce Funds Comments on Alcoa Guru stock highlight
RTI International Metals specializes in titanium and other metals and sells primarily to the aerospace industry. Its shares shot up quickly in March when Alcoa (NYSE:AA) announced an agreement to buy the company. Better-than-expected revenues helped the stock price of RF and mixed-signal integrated circuit specialist MaxLinear to climb in 2015 while earnings strength drove the rising share price of NeoPhotonics Corporation, which makes hybrid photonic integrated optoelectronic modules and subsystems for high-speed communications networks. Read more...
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. Read more...
Royce Funds Comments on VZ Holding Guru stock highlight
The share price of Swiss financial advisory business VZ Holding (XSWX:VZN) rose through most of the year. VZ exceeded earnings estimates twice in 2015, extending a record of profitable growth going back 14 years to its founding. The company’s ability to drive growth via recurring revenues and substantial barriers to entry — bundled in a highly profitable and relatively low-risk structure —exemplifies the qualities we seek in all of our holdings. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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4 Retail Value Traps The ability to read the customer is crucial in retail, but having loyal customers does not mean the stock price will fare well Steven Cohen, Chuck Royce, Jim Simons, David Einho - 4 Retail Value Traps
The retail industry is changing due to the rise of e-commerce. And with the closure of the Limited stores, it appears a cycle rotation is going to be occurring. That means investors who put money into these stocks will likely underperform the overall market. More...

RETAIL, FASHION, HOME GOODS, APPAREL


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8 Cheap Stocks With Low P/E Ratios Some of these companies are markedly undervalued Jeremy Grantha,Chuck Royce,Jim Simons,NWQ Managers - 8 Cheap Stocks With Low P/E Ratios
Here are eight stocks gurus are buying that are trading with low price-earnings (P/E) ratios. Most of them are greatly undervalued, according to the DCF calculator. More...

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Royce Funds: 4 Small-Cap Specialists on 2017 Royce Funds managers discuss outlook and portfolio positioning Chuck Royce - Royce Funds: 4 Small-Cap Specialists On 2017
Small-caps had a great run in 2016, but what should investors expect from 2017? Four veteran small-cap portfolio managers share how key developments in 2016 are shaping their 2017 outlook and portfolio positioning. More...

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A Mid-Cap With Buffett-Munger Status A recent pullback has pushed Copart onto screener list Chuck Royce,Jim Simons,Columbia Wanger - A Mid-Cap With Buffett-Munger Status
Until recently, the share price of Copart Inc. (NASDAQ:CPRT) was rising faster than an auctioneer’s patter. But that stopped abruptly in late November when the price pulled back. More...

AUTO, AUTO SALVAGE, ONLINE AUCTION, BUFFETT-MUNGER, PREDICTABLE, PULLBACK


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2016: A Terrific Year for Small-Caps - Royce Funds Q&A with Chuck Royce and Francis Gannon Chuck Royce - 2016: A Terrific Year For Small-Caps - Royce Funds
Chairman Chuck Royce and Co-CIO Francis Gannon look at a terrific year for small-cap stocks, capped by a bullish 4Q16, and explain why they think the good times for value (and small-cap active management) are just beginning. More...

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Scott Black's Best-Performing Assets of 2016 Guru's holdings with the highest returns Scott Black,Chuck Royce,Jim Simons,Jeremy Grantham - Scott Black's Best-Performing Assets Of 2016
Scott Black (Trades, Portfolio) is the chairman, president, chief investment officer and chief compliance officer at Delphi Management Inc. The following are the best performers of his investments. More...

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A Dramatic Rebound for Small-Caps - Royce Funds Commentary By Francis Gannon, co-chief investment officer, managing director Chuck Royce - A Dramatic Rebound For Small-Caps - Royce Funds Commentary
Co-CIO Francis Gannon discusses small-cap's ongoing strength in 4Q16 and some key reversals for the asset class in 2016. More...

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Why Is Chuck Royce Bullish on Industrials? - Commentary Royce is bullish on the industrial sector—he believes they offer a great intersection of quality and value Chuck Royce - Why Is Chuck Royce Bullish On Industrials? - Commentary
Francis Gannon: We've been dealing with anemic economic growth for a period of time. As you look at your portfolios today, you would see that industrials are probably one of your larger sector weightings in many of your funds. Why are you attracted to the industrial sector so much? More...

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9 Stocks Steven Cohen Continues to Buy The investor's buys in both the 2nd and 3rd quarters Steven Cohen,Chuck Royce,Keeley Asset Management C - 9 Stocks Steven Cohen Continues To Buy
Steven Cohen, a billionaire hedge fund investor, is the founder of SAC Capital Advisors, a Stamford, Connecticut-based hedge fund. In both the second and third quarters, the guru bought the following stocks: More...

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How the Fed Rake Hike Impacts Small-Caps - Royce Funds What should small-cap investors know about the Fed rate increase? Chuck Royce - How The Fed Rake Hike Impacts Small-Caps - Royce Funds
Charlie Dreifus, CFA, portfolio manager, managing director More...

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2 Tools Experts Use to Measure Performance - Royce Funds Gunjan Banati on better yardsticks than standardized returns Chuck Royce - 2 Tools Experts Use To Measure Performance - Royce Funds
Director of Risk Management Gunjan Banati explains why rolling returns and risk-adjusted returns are more robust ways to look at fund performance. More...

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Royce Funds: What's the Outlook for U.S. Small-Caps? And what sectors Bill Hench is bullish on Chuck Royce - Royce Funds: What's The Outlook For U.S. Small-Caps?
Portfolio Manager Bill Hench's outlook for U.S. small-caps, why he thinks the asset class has performed well in 2016, and what sectors he's bullish on. More...

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Royce Funds: Small-Caps Enjoy Their Best November Yet Co-CIO Francis Gannon offers a run-down on the dynamic month of November and its impact on small-caps Chuck Royce - Royce Funds: Small-Caps Enjoy Their Best November Yet
The stock market went on quite a tear in the 3+ weeks immediately following the election, with the month of November especially beneficial for small-cap stocks. More...

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Barnes & Noble Education Reports Sales Slump Lower enrollment, softer retail environment affect 2nd quarter comparable sales David Abrams,Chuck Royce,Jim Simons,Mario Gabelli, - Barnes & Noble Education Reports Sales Slump
Barnes & Noble Education Inc. (NYSE:BNED) reported its earnings for the second quarter of fiscal 2017 today. While the company reported an increase in sales, it lowered the outlook for comparable sales for the year. More...

BARNES,NOBLE,EARNINGS,2Q,2017


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Why Is Portfolio Manager Charlie Dreifus Bullish About His Portfolio? - Royce Funds By Charlie Dreifus, CFA, portfolio manager, managing director Chuck Royce - Why Is Portfolio Manager Charlie Dreifus Bullish About His Portfolio? - Royce Funds
Why does Portfolio Manager Charlie Dreifus feel positive about his bottom-up, absolute value approach and his portfolio? More...

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Chuck Royce’s Top 3 New Holdings Guru releases quarterly portfolio Chuck Royce,Jim Simons,John Rogers,Joel Greenblatt - Chuck Royce’s Top 3 New Holdings
Chuck Royce (Trades, Portfolio) of Royce & Associates bought 51 new holdings in the third quarter. His top three new holdings are American Woodmark Corp. (NASDAQ:AMWD), Houlihan Lokey Inc. (NYSE:HLI) and Skechers (NYSE:SKX). More...

ROYCE, BUYS, 3Q


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The Art of Analyzing a Company's Moat - Royce Funds Commentary Portfolio Manager Steven McBoyle explains the distinctive element in his analysis of company moats Chuck Royce - The Art Of Analyzing A Company's Moat - Royce Funds Commentary
Portfolio Manager Steven McBoyle explains the distinctive element in his analysis of company moats—the addition of a predictive framework. More...

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Keeley Asset Management’s Top 4 New Holdings Firm invests in health care, real estate and electronics in 3rd quarter Keeley Asset Management Corp,Chuck Royce,Bill Ackm - Keeley Asset Management’s Top 4 New Holdings
Keeley Asset Management Corp (Trades, Portfolio) gained 12 new holdings in the third quarter. The top four new holdings are Ensign Group Inc. (NASDAQ:ENSG), The Howard Hughes Corp. (NYSE:HHC), City Office REIT Inc. (NYSE:CIO) and Plantronics Inc. (NYSE:PLT). More...

REIT, HEALTHCARE, ELECTRONICS, KEELEY, 3Q


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What Should Asset Allocators Know About Value-Led Markets? - Royce Commentary By Steve Lipper, CFA, senior investment strategist, managing director and president, RFS Chuck Royce - What Should Asset Allocators Know About Value-Led Markets? - Royce Commentary
Our recent research into the small-cap market shows a connection that many asset allocators may not be aware of. More...

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Why Investors Should Care About Corporate Governance - Royce Funds Commentary Portfolio Manager Charlie Dreifus outlines four key corporate governance issues he focuses on and why they are important for investors Chuck Royce - Why Investors Should Care About Corporate Governance - Royce Funds Commentary
Why Investors Should Care About Corporate Governance More...

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