Chuck Royce

Chuck Royce

Last Update: 07-02-2015

Number of Stocks: 1233
Number of New Stocks: 75

Total Value: $26,432 Mil
Q/Q Turnover: 3%

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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Chuck Royce Sells Two Stakes at End of June Chuck Royce - Chuck Royce Sells Two Stakes At End Of June
At the end of June, guru Chuck Royce (Trades, Portfolio) sold out two of the stakes in his portfolio – GrafTech International Ltd (GTI) and UCP Inc (UCP). More...

Chuck Royce


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Chuck Royce's New Buys in Q2 2015
Chuck Royce is known as one of the pioneers of small-cap investing. He has been the CEO of the Royce Funds since 1972. For more than 40 years, Royce & Associates, investment adviser to The Royce Funds, has used a disciplined, value-oriented approach to select micro-cap and small-cap companies. More...

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Royce Funds Commentary - More Volatility: A Positive Environment for Active Managers
Dating from the year-to-date low for the 10-Year Treasury on January 30 through the end of the first half, we have observed promising signs that the market may be taking greater strides toward normalization. CEO Chuck Royceand Co-CIO Francis Gannon discuss how higher rates might benefit bottom-up stock pickers, the potential for quality companies to regain leadership as volatility increases, the possible consequences of global economic recovery for both domestic and non-U.S. small-cap stocks, and the favorable landscape for consumers and its effect on our portfolio positioning. More...

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Chuck Royce Sells Out UCP Inc.
Charles M. Royce is known as one of the pioneers of small-cap investing. He has been the CEO of The Royce Funds since 1972. For more than 40 years, the company has used a disciplined, value-oriented approach to select micro-cap and small-cap companies and it has approximately $30 billion in total assets under management as of 3/31/15. Royce is confident that he can create portfolios that can grow commendably, especially in the more historically typical market climate that he saw in the second half of 2012. More...

Chuck Royce, UCP Inc


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Royce Funds Commentary – Royce Global Financial Services: A Sector Fund with a Difference Chuck Royce - Royce Funds Commentary – Royce Global Financial Services: A Sector Fund With A Difference
Unique among our firm's product lineup, Royce Global Financial Services Fund (formerly Royce Financial Services Fund), as its name suggests, focuses on what we see as superior business models across the global financial industries. CEO Chuck Royce and President Chris Clark talk about why we chose this area for a sector-specific fund, our history with financial services companies, our preferred businesses in the industry, and recent changes we made to the Fund to increase our opportunity set. More...

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Rating: 4.8/5 (6 votes)

Five Most Widely Held Small-Caps Among the Gurus Mario Gabelli,Chuck Royce,John Keeley,Donald Smith - Five Most Widely Held Small-Caps Among The Gurus
While small-cap stocks can certainly be more volatile and risky than investing in larger or blue chip companies, there are several advantages to investing in small-caps. These companies have more room for growth than industry stalwarts, and many mutual funds don’t invest in them due to heavy SEC regulations. More...

SMALL-CAP


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Stocks Both Gurus and Company Insiders Are Buying Chuck Royce,Jim Simons,Whitney Tilson,Paul Tudor J - Stocks Both Gurus And Company Insiders Are Buying
Following the stock picks of value investing gurus can be useful in investing research; however, that strategy alone can generate too many ideas to follow. For added conviction, GuruFocus provides a Double Buys page, where investors can sort what stocks both gurus and company insiders are purchasing. More...

INSIDER, INSIDER BUYS, DOUBLE BUYS


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Royce Funds Commentary - What is Royce Smaller-Companies Growth Fund?
Royce Smaller-Companies Growth Fund (formerly Royce Value Plus Fund) looks for growth at a reasonable price. Portfolio Managers Chip Skinner and Carl Brown discuss their criteria and the themes in which they're currently interested. More...

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This Spinoff is Up Over 100%
In October 2014, Kimball Electronics (KE) was spun off from its former parent Kimball International (KBAL). Kimball International divested 100% of the company and shares are up significantly since the spin. Over the past nine months, the stock is up nearly 120% compared with a mere 5% rise for the S&P 500 (SPY). More...

EMS, OUTSOURCING, MANUFACTURING, FLEXTRONICS, JABIL, SANMINA, CELESTICA, PLEXUS, KIMBALL, ELECTRONICS


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Royce Funds Commentary - Total Return: Managing Risk by Investing in Dividend-Paying Stocks
Small-cap is an asset class that has historically been associated with increased volatility. We have always believed that dividends, plentiful in the small-cap space, can help mitigate some of that risk. But what are we looking for in the dividend-paying companies in which we invest? Portfolio Manager Jay Kaplanand Co-CIO Francis Gannon discuss. More...

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Predictable and Undervalued Companies - Part III Chuck Royce,Andreas Halvorsen - Predictable And Undervalued Companies - Part III
With these articles, I want to highlight all the companies that according to GuruFocus have a predictable business and are undervalued according to the Price/DCF (Average). I also apply another filter to those results to give you just the companies that have a significant EPS growth rate. More...

Predictable, Undervalued


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Chuck Royce Cuts Stake In Integrated Silicon By 77% Chuck Royce - Chuck Royce Cuts Stake In Integrated Silicon By 77%
Chuck Royce (Trades, Portfolio), CEO and portfolio manager at Royce Funds, trimmed his position in Integrated Silicon Solution (ISSI) by more than 77% on May 31, according to GuruFocus Real Time Picks. More...

CHUCK ROYCE, ROYCE FUNDS, INTEGRATED SILICON, CYPRESS SEMICONDUCTOR


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Royce Funds Commentary - Positioned for Increased Consumer Spending
Portfolio Managers Chip Skinner and Carl Brown on the potential benefits of current U.S. economic conditions and the investment opportunities they are creating. More...

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Royce Funds Commentary - Collecting High-Quality Stocks for the Long Term
Royce Premier Fund, which has more than 20 years of history, represents the firm's highest conviction stocks. CEO Chuck Royce talks with Co-CIO Francis Gannon about how the portfolio is constructed and some of the characteristics prevalent in the portfolio today. More...

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Chuck Royce keeps on buying INVE
Chuck Royce (Trades, Portfolio) is the president, co-chief investment officer and portfolio manager of Royce & Associates LLC, a hedge fund composed of 1233 stocks and that has a total value of $26,432 million. More...

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Royce Funds Commentary - The Market and U.S. Economy from a Small-Cap Perspective
Portfolio Manager and Principal Jay Kaplan discusses current market and economic conditions and what he's hearing from company management teams, the effect energy prices are having on some of his holdings, and Royce's competitive advantage within the small-cap space. More...

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Royce Funds Commentary - On the Road to Normal
While conflicting signs of economic strength are, for the time being, stalling a rise in rates, Portfolio Manager Charlie Dreifus continues to believe that active stock picking remains an attractive approach in the current environment. More...

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Royce Funds Commentary - What's Driving M&A in the Healthcare Space?
Portfolio Manager Carl Brown believes that cash-rich corporate balance sheets and increased competitiveness in the healthcare universe will make smaller companies attractive targets for M&A activity. More...

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Chuck Royce Increases Stakes in Three Positions During 1Q2015
Chuck Royce (Trades, Portfolio) of Royce & Associates LLC recently increased his stakes in three positions in his portfolio. Royce currently owns 1,233 stocks that have a total value around $26.43 billion and a 3% quarter over quarter turnover rate. More...

Chuck Royce


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Chuck Royce Interview - Energy, Interest Rates, and Risk Management Today
Chuck Royce discusses some of the events that helped shape the first quarter and the prospects for risk management in a more normalized environment. More...

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