Chuck Royce

Chuck Royce

Last Update: 2015-02-09

Number of Stocks: 1310
Number of New Stocks: 68

Total Value: $28,818 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 (%)
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 (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 - Bill Hench on Consumer and Tech Stocks
A bottom-up stock picker, Portfolio Manager Bill Hench is finding compelling valuations in the semiconductor industry. Bill also believes many Consumer Discretionary stocks are poised to benefit from the recent decline in energy prices. More...

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Should You Buy the Mutual Fund Company Instead of the Funds? Chuck Royce,Jim Simons - Should You Buy The Mutual Fund Company Instead Of The Funds?
It’s been said there’s more money to be made investing in mutual fund companies than investing in actual mutual funds. More...

Mutual Fund, Waddell & Reed Financial


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Revenue Growth Is the Key for Bed Bath & Beyond Chuck Royce,Jean-Marie Eveillard - Revenue Growth Is The Key For Bed Bath & Beyond
In this article, let's take a look at Bed Bath & Beyond Inc. (BBBY), a $13.9 billion market cap company, operating more than 1,500 stores in all 50 states, Puerto Rico, Canada, and Mexico. More...

Bed, Bath & Beyond


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BorgWarner Has the Ability to Avoid Short Term Cash Problems
In this article, let's take a look at BorgWarner Inc. (BWA), a $13.99 billion market cap company, which is a leading supplier of highly engineered components and systems for automotive drive train applications. More...

STOCKS, AUTOMOTIVE


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Royce Funds Commentary - Reviewing 2014 and Positioning for 2015
Portfolio Manager Lauren Romeo talks about the relative performance challenges for Royce Premier Fund and the types of businesses we are emphasizing and avoiding. More...

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Small Cap Guru Chuck Royce's View On Current Opportunities
Francis Gannon: As a bottom-up manager, who really spends very little time top-down in terms of economic outlook, what are you hearing from companies? What are your thoughts about the economy going forward? More...

Chuck Royce


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Royce Funds Commentary - 'Economic Outlook and Current Opportunities'
Chuck Royce on continued M&A and the potential for increased CAPEX, how the decline in energy prices are affecting corporate America and creating opportunities in our favorite energy-related industries, high-yield spreads and the rising cost of capital, and his highest conviction theme for 2015. More...

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Royce Deals in His Top 20 Holdings in Fourth Quarter Chuck Royce - Royce Deals In His Top 20 Holdings In Fourth Quarter
Guru Chuck Royce (Trades, Portfolio), co-chief investment officer and portfolio manager of Royce Funds in New York, follows an investment philosophy that favors investing in smaller companies. “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,” he has said. More...

Chuck Royce


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Royce Funds Commentary - Why Equities Should Be in Your Portfolio
What kind of total return could the market produce this year? Portfolio Manager Charlie Dreifus believes owning a portfolio of high-quality companies looks more attractive than the alternatives. More...

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NWQ Managers Adds to its Stake in Elizabeth Arden Mario gabelli, Chuck Royce, Jim simons, - NWQ Managers Adds To Its Stake In Elizabeth Arden
NWQ Managers (Trades, Portfolio), a Los Angeles-based management firm, prefers to conduct extensive research into investment opportunities. When choosing which investments to make, the firm’s emphasis is on three things – attractive valuation, downside protection and identifying catalysts and inflection points. More...

BEAUTY, VALUATION, STOCK


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3 Undervalued Stocks Using the Peter Lynch Analysis (Part 3)
From my watch list, these three companies are undervalued based on the Peter Lynch Price Value. More...

LONG, UNDERVALUED, Peter Lynch


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Royce Funds Commentary - Positioning Opportunity Fund for Long-Term Results
Portfolio Manager Bill Hench sits down with Director of Consultant Relations and Client Service Jeff Smith to discuss how he positions his portfolio and why his expectations are high for micro-cap. More...

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Royce Funds Commentary - Looking at Returns in Today's Environment
Chuck Royce discusses the anomalous market conditions of the last four years, how the environment has affected the longer-term performance of some of our portfolios, and why we are benchmark agnostic. More...

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Apogee Enterprises Practices an Old Recipe
In this article, let's take a look at Apogee Enterprises, Inc. (APOG), a $1.25 billion market cap company, which designs and develops glass products, services, and systems. It operates in two segments, Architectural Products and Services, and Large-Scale Optical Technologies. More...

VALUATION


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Surprises in 2014 and Expectations for 2015 - Royce Funds Commentary
Portfolio Manager and Principal Charlie Dreifus talks about the global slowdown in 2014 and its effects on interest rates in the U.S. and abroad, how data points for the U.S. economy and quantitative easing in the eurozone will play a big role in shaping the investment landscape in 2015, and how—with interest rates so low—wage inflation could have a positive impact on the markets. More...

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Ron Baron's Most Recent Portfolio Update Chuck Royce,Joel Greenblatt - Ron Baron's Most Recent Portfolio Update
Ron Baron (Trades, Portfolio), founder of investment management firm Baron Capital, recently added more shares of Benefitfocus Inc (BNFT) and Financial Engines Inc (FNGN) to his portfolio and reduced shares of Dreamworks Animation SKG Inc (DWA) and Gartner Inc (IT). Baron has a total of 357 stocks in his portfolio, with a total value of $24.141 billion. More...

BARON CAPITAL, SAAS, Q3, CLOUD, SOFTWARE, TECHNOLOGY


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Royce Funds Commentary - Will Active Stock Picking Be More Relevant in 2015?
While active managers continued to struggle in 2014, we remain confident in our approach, which emphasizes discipline, patience, and absolute results. Portfolio Manager and Principal Charlie Dreifus discusses the performance of his small-cap portfolio, what sectors and industries he found most interesting at the end of 2014, conditions in place that may lead to a more robust M&A market in 2015, the state of the U.S. economy, and why he believes the value of active stock picking will increase in importance. More...

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Chuck Royce On Q4 - Positioning For A Normalizing Economy Chuck Royce - Chuck Royce On Q4 - Positioning For A Normalizing Economy
Why do you think large-cap stocks did so much better than small-caps in 2014? More...

chuck royce, large cap, small cap


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Chuck Royce Buys More Shares of 3 Stocks Chuck Royce - Chuck Royce Buys More Shares Of 3 Stocks
Chuck Royce (Trades, Portfolio), who said last week he is positioning his fund for a “normalizing economy,” reported on Nov. 30 adding to three holdings, according to GuruFocus Real Time Picks. The small-cap manager commented on his view for winter 2015 in an interview: More...

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Rating: 5.0/5 (1 vote)

Chuck Royce on 4Q14: Positioning for a Normalizing Economy
Chief Executive Officer and Portfolio Manager Chuck Royce discusses the spread between large- and small-cap returns in 2014, the current case for active management in the small-cap space, the valuation picture as we enter 2015, and the impact lower energy prices are likely to have on stocks. More...

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