Chuck Royce

Chuck Royce

Last Update: 02-08-2016

Number of Stocks: 1200
Number of New Stocks: 69

Total Value: $18,858 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

Chuck Royce Reduces Several Positions in 4th Quarter Small-cap investor trims holding in electronic and industrial stocks
Chuck Royce (Trades, Portfolio) manages a portfolio composed of 1,200 stocks and he reduced his stake in many stocks during the fourth quarter. The following are his most heavily weighted reduced stakes. Read more...
Guru Rolls Back Stake in Cabot Microelectronics Chuck Royce pares his position in 4th quarter
Legendary guru Chuck Royce (Trades, Portfolio) reduced his holdings in Cabot Microelectronics Corp. (NASDAQ:CCMP) in the fourth quarter. Read more...
Chuck Royce's Top Buys During the 4th Quarter Flexsteel's stake increased by 764%
For more than 40 years, Royce & Associates, investment adviser to The Royce Funds, has been managing micro-cap, small-cap and small/mid-cap portfolios. Chuck Royce (Trades, Portfolio) is its chief executive officer, is one of the pioneers in small-cap investing and enjoys one of the longest tenures of any active mutual fund manager. Read more...
Largest Insiders' Trades of the Last Week RVUE Holdings records the largest buys for about $415 million
The All-In-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/Selling to “$1,000,000+” and duration to "January 2016." Read more...
Chuck Royce Adds to Stake in Tejon Ranch Guru's stake is nearly 9% of company's outstanding shares
Chuck Royce (Trades, Portfolio), president, co-chief investment officer and portfolio manager of Royce & Associates LLC, raised his stake in Tejon Ranch Co. (NYSE:TRC) by 6% in the fourth quarter. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Chuck Royce Reduces Several Positions in 4th Quarter Small-cap investor trims holding in electronic and industrial stocks Chuck Royce - Chuck Royce Reduces Several Positions In 4th Quarter
Chuck Royce (Trades, Portfolio) manages a portfolio composed of 1,200 stocks and he reduced his stake in many stocks during the fourth quarter. The following are his most heavily weighted reduced stakes. More...

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Guru Rolls Back Stake in Cabot Microelectronics Chuck Royce pares his position in 4th quarter Chuck Royce - Guru Rolls Back Stake In Cabot Microelectronics
Legendary guru Chuck Royce (Trades, Portfolio) reduced his holdings in Cabot Microelectronics Corp. (NASDAQ:CCMP) in the fourth quarter. More...

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Chuck Royce's Top Buys During the 4th Quarter Flexsteel's stake increased by 764% Chuck Royce,Jim Simons,Joel Greenblatt,James Barro - Chuck Royce's Top Buys During The 4th Quarter
For more than 40 years, Royce & Associates, investment adviser to The Royce Funds, has been managing micro-cap, small-cap and small/mid-cap portfolios. Chuck Royce (Trades, Portfolio) is its chief executive officer, is one of the pioneers in small-cap investing and enjoys one of the longest tenures of any active mutual fund manager. More...

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Largest Insiders' Trades of the Last Week RVUE Holdings records the largest buys for about $415 million Mariko Gordon,Chuck Royce,Jim Simons,David Dreman, - Largest Insiders' Trades Of The Last Week
The All-In-One Screener can be used to find insider buys and sales over the last week by clicking on the Insiders tab and changing the settings for All Insider Buying/Selling to “$1,000,000+” and duration to "January 2016." More...

INSIDER TRADES


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Chuck Royce Adds to Stake in Tejon Ranch Guru's stake is nearly 9% of company's outstanding shares Chuck Royce - Chuck Royce Adds To Stake In Tejon Ranch
Chuck Royce (Trades, Portfolio), president, co-chief investment officer and portfolio manager of Royce & Associates LLC, raised his stake in Tejon Ranch Co. (NYSE:TRC) by 6% in the fourth quarter. More...

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The Latest Chuck Royce Investment You’ve Never Heard Of An interesting small cap with Royce Investments and John Rogers as backers Chuck Royce, John Rogers - The Latest Chuck Royce Investment You’ve Never Heard Of
When I saw the Real-Time Pick from Chuck Royce (Trades, Portfolio), as tracked by GuruFocus, in Perceptron (NASDAQ:PRCP), I was sceptical. Come on, a company called Perceptron? That sounds too much like the Transformers. I never forgot Peter Lynch's advice to always go for the companies with boring names. Don’t go for the -trons, but the Pep Boys & Mannies (PBY) of the world. Even so, I dutifully decided to check it out, and what I found was remarkably interesting. More...

LONG, TECH, ROBOTICS


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Chuck Royce Trims Stakes in Netgear, Cal-Maine Foods Guru slashes Netgear holding by 93% Chuck Royce - Chuck Royce Trims Stakes In Netgear, Cal-Maine Foods
Chuck Royce (Trades, Portfolio), CEO of Royce & Associates LLC, reduced his stake in many stocks during the fourth quarter. He manages a portfolio composed of 1,200 stocks with a total value of $18.8 billion. More...

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Small Talk: Positioning The Royce Funds for 2016 - Royce Funds How small-cap managers are positioning portfolios for 2016 Chuck Royce - Small Talk: Positioning The Royce Funds For 2016 - Royce Funds
Portfolio Managers Chuck Royce (Trades, Portfolio), Buzz Zaino, Charlie Dreifus, Chip Skinner, and Jay Kaplan each use distinctive investment approaches for the Funds they manage. How are they positioning their respective portfolios, and what are their expectations for small-cap stocks in 2016? More...

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CEO and Part Owner of JMP Group Invests in Company Joseph Jolson acquires 87,532 company shares Jim Simons,Chuck Royce - CEO And Part Owner Of JMP Group Invests In Company
Joseph Jolson (Insider Trades), CEO and 10% owner of JMP Group LLC (JMP), bought 87,532 shares in the company on Jan. 19. More...

JOSEPH JOLSON, INSIDER TRADES, JMP


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Royce Funds' Jay Kaplan: Market Giving Opportunities at Good Prices Kaplan also recommends some stocks Chuck Royce - Royce Funds' Jay Kaplan: Market Giving Opportunities At Good Prices
Jay Kaplan, portfolio manager and principle of the Royce Funds & Royce Small-Cap Value Fund, recommends Matrix Service (NASDAQ:MTRX), Moelis & Co. (NYSE:MC) and Brocade Communications (NASDAQ:BRCD) as mispriced opportunities in the small cap space. He appeared on CNBC last Tuesday. More...

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Chuck Royce & Francis Gannon: Small-Cap Review and Outlook A conversation between Chuck Royce and Francis Gannon Chuck Royce - Chuck Royce & Francis Gannon: Small-Cap Review And Outlook
CEO Chuck Royce and Co-CIO Francis Gannon reflect on 2015 and discuss the importance of the market’s gradual return to a normal range of returns, the uneventful Fed rate increase, the impact of widening credit spreads, and the role of active management. More...

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Guru Doubles Position in Shipping Company Mariko Gordon raises her stake in Forward Air Mariko Gordon,Chuck Royce - Guru Doubles Position In Shipping Company
Mariko Gordon (Trades, Portfolio), CFA, founder, CEO and CIO of Daruma Capital Management, doubled her position in Forward Air Corp. (NASDAQ:FWRD) in the third quarter of 2015. More...

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Small-Cap Guru Chuck Royce's Undervalued Holdings Atwood Oceanics and Fossil are bargains at current values Chuck Royce - Small-Cap Guru Chuck Royce's Undervalued Holdings
Chuck Royce (Trades, Portfolio) is CEO of Royce & Associates LLC. The fund invests in smaller companies, primarily those with market capitalizations up to $5 billion, although some of the funds may invest in companies with market capitalizations up to $10 billion. More...

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Chuck Royce - Signs of a Market Turning Q&A with Chuck Royce and Francis Gannon Chuck Royce - Chuck Royce - Signs Of A Market Turning
CEO Chuck Royce and Co-CIO Francis Gannon discuss the volatile fourth quarter, the relatively uneventful rate increase, ominous signs in the credit markets, and why they believe the market is slowly turning toward one that should reward disciplined, active small-cap approaches. More...

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Chuck Royce Makes Big Gains on Divestitures Guru sells Frisch's Restaurants and G-III Apparel Chuck Royce - Chuck Royce Makes Big Gains On Divestitures
Chuck Royce (Trades, Portfolio) sold many stocks in the third quarter, and the following are the trades that brought the largest gains. He is the president, co-CIO and portfolio manager of Royce & Associates LLC. More...

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What Has Driven Healthcare's Success? - Royce Funds Commentary Why health care stocks have outperformed Chuck Royce - What Has Driven Healthcare's Success? - Royce Funds Commentary
Few places in the equity market have matched the performance of health-related stocks over the last few years. Portfolio Manager Carl Brown discusses some of the major factors behind its success. More...

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5 Guru Picks in Volatile Biotech Industry Johnson & Johnson and Merck each have the backing of more than 25 gurus Chuck Royce,Charles Brandes,James Barrow,Joel Gree - 5 Guru Picks In Volatile Biotech Industry
Biotech and pharmaceutical stocks made some of the biggest headlines this year, as 2015 saw massive waves of M&A activity, including the Pfizer (NYSE:PFE) and Allergan (NYSE:AGN) merger, the second-largest deal of all time valued at $160 billion. Other companies found themselves in the spotlight for less than desirable reasons, such as Valeant Pharmaceuticals (NYSE:VRX), whose stock has tanked in the past several months. More...

BIOTECH, PHARMACEUTICAL


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Chuck Royce Reduces Positions in 2 Stocks Despite Good Signs Small-cap investor trims Simpson Manufacturing and La-Z-Boy stakes Chuck Royce - Chuck Royce Reduces Positions In 2 Stocks Despite Good Signs
Chuck Royce (Trades, Portfolio) is known as one of the pioneers of small-cap investing. He has been the CEO of the Royce Funds since 1972. Royce also mentored the relentless value investor Mariko Gordon (Trades, Portfolio), who founded Daruma Capital Management with zero assets in 1995, and has since run the firm's valuation to close to $2 billion.  More...

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The Fed Raises Rates—Why U.S. Stocks Still Look Pretty Good - Royce Funds Portfolio Manager Charlie Dreifus continues to believe that the move will help U.S. equities Chuck Royce - The Fed Raises Rates—Why U.S. Stocks Still Look Pretty Good - Royce Funds
The Fed raised rates (finally), with an expectedly modest 25 basis point increase—read why Portfolio Manager Charlie Dreifus continues to believe that the move will help U.S. equities, especially in an increasingly uncertain global economy. More...

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Reasons to Avoid Blackbaud Inc. at Current Levels Software solutions company posted weak quarter results Chuck Royce, Paul Tudor Jones, Pioneer Investments - Reasons To Avoid Blackbaud Inc. At Current Levels
Blackbaud Inc. (NASDAQ:BLKB) stock is trading near its 52-week high of $63.27. The current price level is important for investors who buy stocks when the price exceeds its 52-week high, based on the feeling that if price breaks out from that level, there will be a “momentum” to bet for a favorable price movement. More...

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