Chuck Royce

Chuck Royce

Last Update: 09-08-2017

Number of Stocks: 1115
Number of New Stocks: 44

Total Value: $15,085 Mil
Q/Q Turnover: 6%

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...
6 Companies That Offer Strong Value Potential for 2nd-Quarter 2017 A deeper look at the value screeners and FZM scores
As discussed in previous articles, the GuruFocus value screeners can identify strong value opportunities for short-term and long-term investing. The following six companies made multiple value screeners as of Mar. 29: Wipro Ltd. (NYSE:WIT), The Cheesecake Factory Inc. (NASDAQ:CAKE), Casey’s General Stores Inc. (NASDAQ:CASY), Anika Therapeutics Inc. (NASDAQ:ANIK), F5 Networks Inc. (NASDAQ:FFIV) and Copart Inc. (NASDAQ:CPRT). These six companies offer strong value potential for second-quarter 2017. Read more...
Charlie Dreifus on Accounting Oddities Investors Should Beware An overview of his presentation on accounting rule stretches investors should look for in value conference talk 'accountants and accountability'
At the conference last weekend in Omaha, Charlie Dreifus, portfolio manager and managing director of the small-cap firm Royce & Associates, advised on the proliferation of financial massaging in a talk titled “Accountants and Accountability.” Read more...
Royce Funds Comments on Marcus & Millichap Guru stock highlight
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. Read more...
Whitney Tilson and the Saga of Lumber Liquidators Is it time to look again at this hardwood flooring importer and retailer?
Whitney Tilson (Trades, Portfolio), one of the high-profile investors followed by GuruFocus, has dramatically reversed his opinion about Lumber Liquidators Holdings Inc. (NYSE:LL). Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Risk Reward With Gray Television 100-year-old-plus company has solid 5-year growth potential Chuck Royce,Mario Gabelli,Jim Simons,Joel Greenbla - Risk Reward With Gray Television
Gray Television Inc. (NYSE:GTN) is a national broadcast television powerhouse with 103 channels across 57 markets covering over 10% of the U.S. Since this stock might not be on the average investor’s radar, let’s take a step back for some history. More...

MEDIA, FOX, CBS, NBC, DIGITAL, GRAY TELEVISION, TELEVISION, REGIONAL TV


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Royce Funds Commentary: Disconnected Defensives Co-CIO Francis Gannon sizes up the small-cap market, which looks primed for a leadership shift to cyclicals. Chuck Royce - Royce Funds Commentary: Disconnected Defensives
So far in 2017, we’ve seen economically sensitive cyclicals (Consumer Discretionary, Energy, Financials, Industrials, Information Technology, and Materials) continue to underperform their defensive counterparts (Consumer Staples, Health Care, Real Estate, Telecommunication Services, and Utilities). More...

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Royce Funds: Resisting the Madness of Crowds Portfolio Manager Buzz Zaino discusses the importance of maintaining investment discipline in the face of investment manias and trends Chuck Royce - Royce Funds: Resisting The Madness Of Crowds
Steve Lipper: You've seen a number of manias through history, most of which haven't worked out well for investors. What's your perspective on ETFs and how they're similar? More...

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American Outdoor Brands Wounded by Quarterly Loss Gunmaker lowers guidance Chuck Royce,Steven Cohen,David Dreman,Joel Greenbl - American Outdoor Brands Wounded By Quarterly Loss
Firearms manufacturer American Outdoor Brands Corp. (NASDAQ:AOBC) reported its fiscal first-quarter 2018 results after the market closed on Sept. 7. More...

AMERICAN OUTDOOR BRANDS, SMITH & WESSON, EARNINGS, MISS, 2Q, LOSS


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Royce Funds: How Will an Expanding Global Economy Affect U.S. Small-Caps? Co-CIO Francis Gannon on the expansion of global growth and how certain small-caps could benefit Chuck Royce - Royce Funds: How Will An Expanding Global Economy Affect U.S. Small-Caps?
Watch the video here. More...

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Royce Funds Commentary: Where Is a Contrarian Finding Opportunities in a High-Priced Market? Portfolio Manager Jay Kaplan describes the types of attractive companies he's finding in a high-priced market, including in the technology and construction areas Chuck Royce - Royce Funds Commentary: Where Is A Contrarian Finding Opportunities In A High-Priced Market?
The market's at an all-time high, so opportunities aren't easy to find. But they're out there. One area is technology. Now technology as defined is really really broad.So we're playing in a number of different areas. More...

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Robert Olstein Keeps Buying FedEx, General Electric The guru bought these stocks in the last 2 quarters Robert Olstein,Chuck Royce,Mario Gabelli,Jim Simon - Robert Olstein Keeps Buying FedEx, General Electric
Robert Olstein (Trades, Portfolio) is the chairman and chief investment officer of the Olstein Financial Alert Fund. In both the first and second quarters the guru bought shares in the following stocks: More...

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American Eagle Outfitters Soars on Same-Store Sales Growth Retailer posts surprise beat Chuck Royce - American Eagle Outfitters Soars On Same-Store Sales Growth
Retailer American Eagle Outfitters Inc. (NYSE:AEO) reported its second-quarter 2017 earnings before the opening bell on Aug. 23. More...

AMERICAN EAGLE, EARNINGS, BEAT, SALES GROWTH


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John Hussman Exits Ebix and Amazon, Sells Mattel Guru's largest sales of the 2nd quarter John Hussman,Chuck Royce,Paul Tudor Jones,Jim Simo - John Hussman Exits Ebix And Amazon, Sells Mattel
John Hussman (Trades, Portfolio) is the president and principal shareholder of Hussman Strategic Advisors, the investment advisory firm that manages the Hussman Funds. During the second quarter the guru sold shares in the following stocks: More...

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Royce Funds: How a Deep Value Approach Is Outperforming in a Growth-Led Market Portfolio Manager Buzz Zaino explains what's working in 2017 for his deep value approach, and where he is finding new opportunities in a high-priced market Chuck Royce - Royce Funds: How A Deep Value Approach Is Outperforming In A Growth-Led Market
Steve Lipper: The Opportunity Fund is doing really well this year, particularly in a year that value has struggled. Tell us what’s worked so well. More...

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Royce Funds Commentary: Is It Time for International Small-Cap? Portfolio Manager David Nadel makes the case for international small-caps Chuck Royce - Royce Funds Commentary: Is It Time For International Small-Cap?
Well, I think a lot of things are working right now. Certainly, when I think about what's working, I think less in terms of sectors and countries and more in terms of business model types. More...

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Why Go Global With Small-Caps? By Francis Gannon, co-chief investment officer, managing director Chuck Royce - Why Go Global With Small-Caps?
Co-CIO Francis Gannon looks at recent data and sees encouraging trends for small-cap cyclicals with growing earnings and global exposure. More...

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Chuck Royce Invests in 3 Industrial Companies in 2nd Quarter The guru invested in 2 newly public companies Chuck Royce,First Eagle Investment,Jim Simons,Joel - Chuck Royce Invests In 3 Industrial Companies In 2nd Quarter
Chuck Royce (Trades, Portfolio), chairman and portfolio manager of the Royce Funds, gained 44 new holdings during the second quarter, three of which were industrial stocks. He established positions in Seacor Marine Holdings Inc. (NYSE:SMHI), Engility Holdings Inc. (NYSE:EGL) and ASV Holdings Inc. (NASDAQ:ASV). More...

ROYCE, BUYS, 2Q, INDUSTRIAL


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Where Chuck Royce Thinks Small-Caps Are Headed Portfolio Manager Chuck Royce discusses the first half of 2017 with Co-CIO Francis Gannon, and what he expects to happen next Chuck Royce - Where Chuck Royce Thinks Small-Caps Are Headed
Francis Gannon: Interesting start to the year for small-caps. What are your thoughts on the first half of 2017?Chuck Royce (Trades, Portfolio): It was more or less flat. But I view it as just a pause in a very strong market for small cap and ultimately, a strong market for small-cap value. FG: Do you think we have a chance of breaking out of this consolidation that we've seen in the market in the first half of the year? More...

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High-Quality Stocks: Priceline, Nike, Novo Nordisk These 7 companies receive high predictability ratings Ron Baron,Chuck Royce,Jim Simons,Murray Stahl,Stev - High-Quality Stocks: Priceline, Nike, Novo Nordisk
According to GuruFocus’ All-in-One Screener, the following stocks have high business predictability ratings, and total returns since the beginning of the year are positive. At least five gurus are shareholders in the companies. More...

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7 Companies Growing EPS, Revenue These companies have grown their profitability over 5 years Chuck Royce,Jeremy Grantham - 7 Companies Growing EPS, Revenue
The following companies have boosted their revenue and earnings over the last five years. More...

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High-Yielding Stocks With Affordable Prices All-In-One Screener selects poorly performing stocks with high dividend yields Jim Simons,Chuck Royce,Charles Brandes,Mario Gabel - High-Yielding Stocks With Affordable Prices
According to 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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Undervalued Stocks Based on the Peter Lynch Value Companies have wide margins of safety and strong performances Chuck Royce,Jim Simons,Keeley Asset Management Cor - Undervalued Stocks Based On The Peter Lynch Value
According to the GuruFocus All-In-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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Why 3M Hit an All-Time High R&D remains a key driver of company's growth Jim Simons, Chuck Royce, Joel Greenblatt, First Ea - Why 3M Hit An All-Time High
3M Co. (NYSE:MMM) operates in several end markets and geographies, using its scale to get lower costs than competitors. Moreover, new patents should help to achieve growth with operating margins of more than 20%. More...

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Royce Funds Commentary: Foreign Affairs Co-CIO Francis Gannon on why a vibrant global economy can be a good thing—for certain types of small-caps Chuck Royce - Royce Funds Commentary: Foreign Affairs
There is a common assumption in small-cap circles right now that the current rally for the Russell 2000 Index, which has cooled off quite a bit since 12/9/16, needs fiscal policy initiatives to keep rolling. More...

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