Chuck Royce

Chuck Royce

Last Update: 02-10-2017

Number of Stocks: 1079
Number of New Stocks: 64

Total Value: $15,588 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 (%)
20162311.9611.0
2015-9.91.38-11.3
2014-0.8613.69-14.5
3-Year Cumulative9.9 (3.2%/year)29 (8.9%/year)-19.1 (-5.7%/year)
201327.7332.39-4.7
201211.4516-4.6
5-Year Cumulative56.4 (9.4%/year)98.2 (14.7%/year)-41.8 (-5.3%/year)
2011-0.862.11-3.0
201026.4615.0611.4
200933.2526.466.8
2008-28.29-378.7
200712.735.497.2
10-Year Cumulative111.2 (7.8%/year)95.7 (6.9%/year)15.5 (0.9%/year)
20068.8115.79-7.0
200517.074.9112.2
200422.8210.8811.9
200338.7428.6810.1
2002-7.75-22.114.4
15-Year Cumulative323 (10.1%/year)164.2 (6.7%/year)158.8 (3.4%/year)
20019.61-11.8921.5
200017.12-9.126.2
199911.4921.04-9.6
19986.7428.58-21.8
199718.4133.36-15.0
20-Year Cumulative665.1 (10.7%/year)339.2 (7.7%/year)325.9 (3%/year)
199618.1322.96-4.8
199517.8137.58-19.8
19943.281.322.0
199319.0210.088.9
199215.87.628.2
25-Year Cumulative1415.7 (11.5%/year)791.8 (9.1%/year)623.9 (2.4%/year)

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...
Why Fortress Investments Is Extremely Undervalued Management is shareholder friendly with good dividend and stock buybacks
Fortress Investments (NYSE:FIG) shares are tremendously undervalued. The firm trades at a deep discount to a reasonable value even though it is recently showing growth in revenues, EPS and balance sheet value. It is also transitioning from the legacy private equity model into a permanent capital model. Management looks like it is very shareholder friendly with signficant dividend payouts and stock buybacks being executed. The firm has a total of $70 billion of assets under management, although the configuration isn’t ideal. There is a lot of upside earnings potential because of embedded value investments and optionality because of incentive payouts. Read more...
Royce Funds Comments on Saia Guru stock highlight
Saia (NASDAQ:SAIA) provides less-than-truckload (LTL—companies that transport relatively small freight) services throughout the U.S., has many underpriced routes, and is moving to eliminate routes that do not make economic sense. The company recently reported earnings and a full-year outlook that were both a bit better than many were expecting. I really like its potential going forward. Read more...
Royce Funds Comments on Ensign Services Guru stock highlight
I also like Ensign Services (NASDAQ:ENSG), which operates nursing homes and rehabilitative care services centers, often by buying underperforming facilities and vastly improving them. Read more...
Royce Funds Comments on Minerals Technologies Guru stock highlight
On a position level, however, a chemical company was the Fund’s loss leader. Minerals Technologies (NYSE:MTX) provides minerals-based value-added products. Overall revenue growth has slowed in part due to tepid demand in steel and paper production— two of its key end markets. The decelerating pace of industrial growth in China also hurt during the second half of 2015 as that country has become a market of growing importance. Consistent with its history, management has maintained solid profit margins in the face of weaker sales. The company also authorized a share repurchase program in September, signaling a long-term confidence in the business which we share. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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7 Stocks With Great 12-Month Performances Stocks that are beating the market Chuck Royce,Jim Simons,Ken Heebner,T Boone Pickens - 7 Stocks With Great 12-Month Performances
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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9 Cheap High-Yield Stocks Stocks with negative momentum and a high dividend yield Jim Simons, Chuck Royce, Mario Gabelli, Jeremy Gra - 9 Cheap High-Yield Stocks
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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8 High-Yield Stocks With Falling Prices Companies with high dividend yields and poor 1-year performances Jim Simons, Chuck Royce - 8 High-Yield Stocks With Falling Prices
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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6 Stocks With Strong Yields but Falling Prices Companies that pay shareholders, but whose prices have performed poorly Chuck Royce,Jim Simons - 6 Stocks With Strong Yields But Falling Prices
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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Royce Funds: A Most Wonderful Year for Small-Caps We believe we have turned the page on the 2011-2015 period in which financial markets behaved in such odd ways. Chuck Royce - Royce Funds: A Most Wonderful Year For Small-Caps
By Chris Clark, Royce Funds CEO and co-chief investment officer More...

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Royce Funds: How to Manage Risk in a Bull Market Portfolio Manager Jay Kaplan describes how he manages risk in a bull market and where he is currently finding opportunities Chuck Royce - Royce Funds: How To Manage Risk In A Bull Market
How Does a Contrarian Manage Risk in a bull Market? More...

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Royce Funds: Are Small-Caps Getting Back to Normal? Co-CIO Francis Gannon studies recent changes in the market, which seems to be consolidating, and how this could impact small-cap investors Chuck Royce - Royce Funds: Are Small-Caps Getting Back To Normal?
Royce's Charlie Dreifus recently remarked that in 2017 January exhibited a familiar tendency in which the fourth quarter's winners wind up being the inaugural month's worst performers while the that same quarter's worst performers become January's best. More...

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3M Insider Sells Holdings in Company Official parts with 28,183 shares Ken Fisher,Chuck Royce - 3M Insider Sells Holdings In Company
3M Co. (MMM) Chairman, President and CEO Inge Thulin (Insider Trades) sold 28,183 shares for $177.48 per share on Feb. 9. The total transaction was $5,001,919. More...

INGE THULIN, 3M CO, INSIDER TRADES


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Ronald Muhlenkamp Gains 4 New Holdings, Sells 2 Others Guru releases 4th-quarter portfolio Ronald Muhlenkamp,Chuck Royce,NWQ Managers,Jim Sim - Ronald Muhlenkamp Gains 4 New Holdings, Sells 2 Others
Ronald Muhlenkamp (Trades, Portfolio), the founder and portfolio manager of Muhlenkamp & Co. Inc., established four new holdings and exited two others in the final quarter of 2016. More...

MUHLENKAMP, BUYS, SELLS, 4Q


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8 High-Yield Stocks With a Negative 1-Year Performance United-Guardian declined 23.1% Chuck Royce, John Rogers, Jim Simons, Mario Gabell - 8 High-Yield Stocks With A Negative 1-Year Performance
According to the GuruFocus All-in-One Screener, the following stocks have high dividend yields but performed poorly over the past 12 months. More...

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UniFirst for Patient Investors Company has consistent earnings growth and no debt but has lagged as it waits to feel the tailwinds of rising energy prices Chuck Royce,Columbia Wanger,Tweedy Browne - UniFirst For Patient Investors
The "happy" in Happy New Year dropped out early in 2017 for UniFirst Corp. (NYSE:UNF) investors. As this three-month chart shows, the price opened about $12 lower on Jan. 4 after a soft earnings report: More...

CHUCK ROYCE, APPAREL, UNIFORMS, RENTAL, 5-STAR, PREDICTABLE, NO DEBT, GROWTH, ALL-IN-ONE SCREENER


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Royce Funds Commentary: Reassessing Investment Opportunities After a Strong Year Commentary from Charlie Dreifus Chuck Royce - Royce Funds Commentary: Reassessing Investment Opportunities After A Strong Year
With perception and reality possibly mismatched and uncertainty around future fiscal policies, Portfolio Manager Charlie Dreifus discusses what might be next for small-caps. More...

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7 High-Yield Stocks With a Negative 1-Year Performance Cal-Maine Foods declined 12.8% Ken Fisher,Chuck Royce - 7 High-Yield Stocks With A Negative 1-Year Performance
According to the GuruFocus All-in-One Screener, the following stocks have a high dividend yield but performed poorly over the past 12 months. More...

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Royce Funds Commentary: More Volatility is Coming for Small-Caps (And That's Good) Co-CIO Francis Gannon examines increased volatility among small-cap and large-cap stocks and explains why we would welcome higher levels Chuck Royce - Royce Funds Commentary: More Volatility Is Coming For Small-Caps (And That's Good)
When good things are happening in the stock market, investors can be forgiven for forgetting about volatility. More...

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Royce Funds Commentary: What Might Surprise Investors in 2017? Four small-cap specialists consider what unexpected events could occur in 2017 Chuck Royce - Royce Funds Commentary: What Might Surprise Investors In 2017?
Francis Gannon – The Market Performs Better than Expected More...

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Jack Henry & Associates: No Debt, 5-Star Predictability IT and outsourcing company has strong financial and operating metrics Chuck Royce,Jim Simons - Jack Henry & Associates: No Debt, 5-Star Predictability
Looking in the All-In-One screener for companies with no debt and 5-Star Predictability produces just a dozen companies--out of the many thousands followed by GuruFocus. More...

BUSINESS SERVICES, INFORMATION TECHNOLOGY SERVICES, BANKING, CREDIT UNIONS, OUTSOURCING, LONG


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Chuck Royce Trims Starrett Stake Company has multiple warning signs and is trading above its intrinsic value Chuck Royce - Chuck Royce Trims Starrett Stake
Chuck Royce (Trades, Portfolio) trimmed 18,400 shares of The L.S. Starrett Co. (NYSE:SCX) from his portfolio in the fourth quarter. More...

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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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