Chuck Royce

Chuck Royce

Last Update: 09-08-2016

Number of Stocks: 1085
Number of New Stocks: 53

Total Value: $15,133 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

Synalloy Corp. CEO Buys 4,080 Shares The company reported EPS of 36 cents during third quarter
Craig Bram (Insider Trades), CEO and president of Synalloy Corp. (SYNL), bought 4,080 shares on Nov. 13. The average price per share was $7.67, for a total transaction of $31,294. Synalloy produces stainless steel pipe, fiberglass and steel storage tanks, and specialty chemicals, while also distributing carbon pipe and tube. The company has a market cap of $72.80 million and a P/S ratio of 0.38. Read more...
Royce Funds Comments on Deckers Outdoor Guru stock highlight
Deckers Outdoor (NYSE:DECK), which is best-known as the maker of Uggs, is working on broadening its product line away from winter footwear to more fashionable, all-season wares. Read more...
Royce Funds Comments on Value Partners Group Guru stock highlight
Value Partners (Trades, Portfolio) Group (HKSE:00806) is a Hong Kong-based firm that has focused on Asian markets for more than two decades. Its shares often closely parallel movements in the Hong Kong and Shanghai markets. Each climbed precipitously into May before cooling off with the bear market for Chinese stocks. Increasingly discouraging news out of China led us to take gains and reduce our position considerably between January and July, which helped it keep its place as the Fund’s best performer in 2015 in spite of a steep correction for its shares in the second half of the year. (We began to slowly add shares in the second half.) Read more...
Royce Funds Comments on Cambrex Corp Guru stock highlight
A few of our core positions in Health Care include Cambrex Corporation (CBX), a life sciences company that provides active pharmaceutical ingredients ("APIs") for the pharmaceuticals industry. 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...
» More Chuck Royce Articles

Commentaries and Stories

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Arnold Schneider Is Buying These 9 Stocks Firm's repeat purchases in the last 2 quarters Arnold Schneider,Chuck Royce,Jim Simons,Pioneer In - Arnold Schneider Is Buying These 9 Stocks
Arnold Schneider is president, chief investment officer and principal of Schneider Capital Management Corp. In both the first and second quarters the guru bought shares in the following stocks: More...

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A Contrarian Approach to Small-Cap Retailers: Royce Funds Commentary By Jay Kaplan, CFA, portfolio manager, principal Chuck Royce - A Contrarian Approach To Small-Cap Retailers: Royce Funds Commentary
Portfolio Manager Jay Kaplan explains the structural and cyclical challenges facing small-cap retailers and his bullish long-term outlook for the best-managed businesses. More...

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Insider Invests in Ambac Financial Group CEO acquires 12,000 shares in the company Chuck Royce,Jim Simons - Insider Invests In Ambac Financial Group
Nader Tavakoli (Insider Trades), CEO of Ambac Financial Group Inc. (AMBC), acquired 12,000 shares in the company Sept. 20. The price per share was $18.06 for a total transaction of $216,720. More...

NADER TAVAKOLI, AMBAC FINANCIAL GROUP INC, INSIDER TRADES


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Strong Financial Strength Scores Increase Value Opportunities The best industries in which to invest based on F, Z and M scores Jim Simons,Chuck Royce - Strong Financial Strength Scores Increase Value Opportunities
Among companies trading on the New York Stock Exchange and the Nasdaq, grocery stores have the strongest financial strength scores. Two companies, The Kroger Co. (NYSE:KR) and Weis Markets Inc. (NYSE:WMK), have F-scores and Z-scores near historical highs. This suggests that the grocery stores industry has increased value potential in the short term. More...

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Royce Funds Comments on Marcus & Millichap Guru stock highlight Chuck Royce - Royce Funds Comments On Marcus & Millichap
Marcus & Millichap (NYSE:MMI) is a leading commercial real estate sales brokerage firm. Its stock has declined in anticipation of slower sales and earnings growth as the commercial real estate recovery slowly matures. More...

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Royce Funds Comments on Lazard Guru stock highlight Chuck Royce - Royce Funds Comments On Lazard
There are two holdings that have struggled this year that we think have a lot of potential over the long run. Lazard (NYSE:LAZ) has a franchise in the global financial advisory business and, in our estimation, an underappreciated asset management segment. More...

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Royce Funds Comments on Circor International Guru stock highlight Chuck Royce - Royce Funds Comments On Circor International
Circor International (NYSE:CIR) is an industrial company that makes highly engineered flow-control valves capable of withstanding extreme pressures, temperatures, and corrosive environments. More...

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Royce Funds Comments on Cognex Corporation Guru stock highlight Chuck Royce - Royce Funds Comments On Cognex Corporation
Cognex Corporation (NASDAQ:CGNX) is the market leader in machine vision technology that captures and analyzes visual information in order to automate tasks that previously relied on human eyesight. The company has reaped the benefits of increasing automation in manufacturing and item-tracking-intensive industries such as consumer electronics, automotive, and logistics. More...

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Royce Heritage Fund Semi-Annual Letter Fund's best and worst performers Chuck Royce - Royce Heritage Fund Semi-Annual Letter
Fund Performance: More...

ROYCE HERITAGE FUND,SEMI-ANNUAL LETTER,VALUE INVESTING,ROYCE FUNDS,CHUCK ROYCE,


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Lauren Romeo on Today's Opportunities in Quality Small-Caps Romeo has seen a dramatic turnaround for many high ROIC small-caps so far this year Chuck Royce - Lauren Romeo On Today's Opportunities In Quality Small-Caps
Portfolio Manager Lauren Romeo discusses holdings and sector and industry positioning for Royce Small-Cap Leaders and Premier Funds in the current environment in which high-return business models are helping to drive performance. More...

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Cal-Maine: A Good Mid-Cap at a Good Price Egg producer has seen its share price decline because of recent, industrywide events Chuck Royce,John Hussman - Cal-Maine: A Good Mid-Cap At A Good Price
On the face of it at least, any investor should be able to understand this business. It produces eggs, perhaps even the ones you had for breakfast this morning. Eggs, by the billion. More...

PACKAGED FOODS, AGRICULTURE, UNDERVALUED PREDICTABLE, BUFFETT-MUNGER, LONG


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Synalloy Officer Invests in Company Insider acquires 26,500 shares Chuck Royce,Jim Simons - Synalloy Officer Invests In Company
Craig Bram (Insider Trades), CEO and president of Synalloy Corp. (SYNL), acquired 26,500 shares in the company on Sept. 6. The price per share was $7.46 for a total transaction of $197,690. More...

CRAIG BRAM, SYNALLOY CORP, INSIDER TRADES


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Royce Global Financial Services Semi-Annual Letter Fund's best and worst performers Chuck Royce - Royce Global Financial Services Semi-Annual Letter
Fund Performance: More...

ROYCE GLOBAL FINANCIAL SERVICES,SEMI-ANNUAL LETTER,VALUE INVESTING,LONG-TERM,CHUCK ROYCE,


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Royce Heritage Fund Semi Annual Letter Fund's best and worst performers Chuck Royce - Royce Heritage Fund Semi Annual Letter
Fund Performance: More...

ROYCE HERITAGE FUND,SEMI ANNUAL LETTER,VALUE INVESTING,CHUCK ROYCE,


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Royce Global Financial Services Semi-Annual Letter Fund's best and worst performers Chuck Royce - Royce Global Financial Services Semi-Annual Letter
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ROYCE GLOBAL FINANCIAL SERVICES,SEMI-ANNUAL,LETTER,VALUE INVESTING,LONG-TERM,CHUCK ROYCE,


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Royce Dividend Fund Semi-Annual Letter To Shareholders Fund's best and worst performers Chuck Royce - Royce Dividend Fund Semi-Annual Letter To Shareholders
FUND PERFORMANCE More...

ROYCE DIVIDEND FUND,SEMI-ANNUAL LETTER,SHAREHOLDERS,VALUE INVESTING,RUSSEL SMALL CAP,


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Royce Funds Semi-Annual Letter to Shareholders Letter discusses Brexit and portfolio performance against Russell 2000 Chuck Royce - Royce Funds Semi-Annual Letter To Shareholders
Summary: More...

ROYCE FUNDS,VALUE INVESTING,MARKET DISTORTIONS,LONG-TERM,HEDGE FUND,BREXIT


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The Benefits of a Lower Volatility Strategy in an Uncertain Market: Royce Funds Commentary Why he finds dividend-paying companies attractive Chuck Royce - The Benefits Of A Lower Volatility Strategy In An Uncertain Market: Royce Funds Commentary
Portfolio Manager Jay Kaplan explains the benefits of lower volatility stocks in uncertain markets, including downside protection, and why he finds dividend-paying companies attractive. More...

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Roger Penske Buys Penske Automotive Chairman and CEO acquired shares in transportation company Chuck Royce - Roger Penske Buys Penske Automotive
Roger Penske (Insider Trades), chairman and CEO of Penske Automotive Group Inc. (PAG), acquired 478,000 shares of the company on Aug. 29. The average price per share was $44.21 for a total transaction of $21,132,380. Penske Automotive, an international transportation service company, has a market cap of $3.86 billion. More...

ROGER PENSKE, PENSKE AUTOMOTIVE, INSIDER TRADES


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