Chuck Royce

Chuck Royce

13F
Royce Investment Partners
Last update 2024-02-12 861 Stocks (55 new)
Value $10.83 Bil Turnover 8 %
Countries:
Portfolio Report

Chuck Royce Profile

Charles M. Royce is known as one of the pioneers of small-cap investing. He has been the portfolio manager for Royce Pennsylvania Mutual Fund since 1972. Royce holds a bachelor's degree from Brown University and a Master of Business Administration from Columbia University.

Chuck Royce Investing Philosophy

The firm invests in smaller companies, primarily those with market capitalizations up to $5 billion, although some of its Funds may invest in companies with market capitalizations up to $10 billion. The value approaches that portfolio managers use share one significant trait: They are looking for terrific stocks trading for less than the estimate of the company's worth as a business - its enterprise value. "Essentially, we are interested in three things—a strong balance sheet, a record of success as a business, and the potential for a profitable future." - Charles M. Royce
Chuck Royce's Top Stock Picks View Full List
Ticker
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change

Chuck Royce Total Holding History ($B)

To

Chuck Royce's Asset Allocation

To

Chuck Royce Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Chuck Royce's Hypothetical Growth since 2023-12-31

Chuck Royce's Yearly Returns

Year Portfolio % % Excess Gain %

Chuck Royce's Holdings Heat Map

Size field:

Chuck Royce's Holdings Bubble Chart

Chuck Royce News

  • 1

Discussions on Chuck Royce

No discussions yet.