Chuck Royce

Chuck Royce

Last Update: 06-04-2018

Number of Stocks: 1253
Number of New Stocks: 83

Total Value: $14,281 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 (%)
201723.7721.712.1
20162311.9911.0
2015-9.91.24-11.1
3-Year Cumulative37.2 (11.1%/year)38 (11.3%/year)-0.8 (-0.2%/year)
2014-0.8613.47-14.3
201327.7332.3-4.6
5-Year Cumulative73.7 (11.7%/year)107.2 (15.7%/year)-33.5 (-4%/year)
201211.4515.99-4.5
2011-0.861.9-2.8
201026.4615.0511.4
200933.2526.356.9
2008-28.29-36.798.5
10-Year Cumulative131.9 (8.8%/year)125 (8.4%/year)6.9 (0.4%/year)
200712.735.147.6
20068.8115.85-7.0
200517.074.8312.2
200422.8210.712.1
200338.7428.1910.6
15-Year Cumulative467.5 (12.3%/year)307.7 (9.8%/year)159.8 (2.5%/year)
2002-7.75-21.5813.8
20019.61-11.7621.4
200017.12-9.7526.9
199911.4920.4-8.9
19986.7428.7-22.0
20-Year Cumulative699.7 (11%/year)294.5 (7.1%/year)405.2 (3.9%/year)
199718.4133.47-15.1
199618.1322.49-4.4
199517.8138.04-20.2
19943.280.42.9
199319.0210.088.9
25-Year Cumulative1520 (11.8%/year)883.9 (9.6%/year)636.1 (2.2%/year)
199215.87.628.2

Top Ranked Articles

Scholastic Shares Fall as Lower Sales Break the Spell of Harry Potter’s Success Book publisher misses on earnings, revenue
Well-known children’s book publisher Scholastic Corp. (NASDAQ:SCHL) reported results for the first quarter of fiscal 2018 before the opening bell on Sept. 21. Read more...
Conn's Catapults 24% Amid Record-Breaking Performance Specialty retailer had first positive month of same-store sales in more than 2 years
A burst in trading of Conn’s Inc. (NASDAQ:CONN) catapulted the specialty retailer’s stock to surprising heights. Shares flew as high as 24% in Thursday trading. Read more...
5 Bargain Stocks Growing Book Value Taiwan Semiconductor tops the list
According to the GuruFocus All-In-One Screener, the following companies have grown their book value per share (BV/S) over the past decade. Read more...
Etsy Ascends to Record High After Increasing Transaction Fees Company raises full-year guidance
Online crafts marketplace Etsy Inc. (NASDAQ:ETSY) soared to a record high on Thursday after announcing it is going to increase seller transaction fees. Read more...
Steven Bregman on the Problem With ETFs and Crypto Notes on Steven Bregman's presentation at the 2018 East Coast IDEAS Conference
Steven Bregman of Horizon Kinetics was a 2018 East Coast IDEAS conference speaker. Horizon Kinetics is a thought leader within asset management within at least two subjects: the problems of the ETF industry and cryptocurrency. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Royce Funds Commentary: Why CapEx Matters Co-CIO Francis Gannon explains why upward revisions to capex spending could be very good news for small-cap cyclicals Chuck Royce - Royce Funds Commentary: Why CapEx Matters
We’ve recently heard quite a few mixed messages regarding the current health and the future prospects for both the stock market and the economy. More...

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Royce Funds - Royce’s View on Small-Cap Valuations and Opportunities How did the Russell 2000 get cheaper in 1Q 2018? Francis Gannon explains Chuck Royce - Royce Funds - Royce’s View On Small-Cap Valuations And Opportunities
Watch the vide here. More...

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5 Energy Stocks Gurus Are Buying HighPoint Resources, Concho top the list Jim Simons, Chuck Royce, George Soros, Joel Greenb - 5 Energy Stocks Gurus Are Buying
According to the GuruFocus All-In-One Screener, the following energy stocks are popular among gurus. More...

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Rent-A-Center Surges on Buyout Announcement Company enters $1.37 billion agreement Charles Brandes, Chuck Royce, Paul Tudor Jones - Rent-A-Center Surges On Buyout Announcement
Caving to pressure from investors, Rent-A-Center Inc. (NASDAQ:RCII) announced on Monday it is being acquired by Vintage Capital Management, sending shares higher. More...

RENT-A-CENTER, BUYOUT, SELL, MERGER, ACQUISITION


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Etsy Ascends to Record High After Increasing Transaction Fees Company raises full-year guidance Chuck Royce,Jim Simons - Etsy Ascends To Record High After Increasing Transaction Fees
Online crafts marketplace Etsy Inc. (NASDAQ:ETSY) soared to a record high on Thursday after announcing it is going to increase seller transaction fees. More...

ETSY, CRAFTS, RECORD HIGH, STOCK


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Royce Funds Commentary: David Nadel on the Effects of Geopolitics, Brexit and Tariffs And how a UK-headquartered company gives him exposure to Russia Chuck Royce - Royce Funds Commentary: David Nadel On The Effects Of Geopolitics, Brexit And Tariffs
How has Brexit affected Royce International Premier Fund’s portfolio? More...

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6 Cheap High-Yield Companies Dynagas Partners tops the list Chuck Royce,Jim Simons - 6 Cheap High-Yield Companies
Dynagas LNG Partners LP’s (NYSE:DLNG) dividend yield is 19.24% with a payout ratio of 42.25%. Over the past 52 weeks, the stock price has fallen 35.9%. The stock is trading with a price-earnings ratio of 197.3 and a price-sales ratio of 2.1. More...

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5 Health-Care Stocks Gurus Are Buying Enanta Pharm and Cambrex are on the list Chuck Royce, Columbia Wanger, Joel Greenblatt, Ste - 5 Health-Care Stocks Gurus Are Buying
According to the GuruFocus All-In-One Screener, the following health-care stocks are popular among gurus. More...

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Conn's Catapults 24% Amid Record-Breaking Performance Specialty retailer had first positive month of same-store sales in more than 2 years Chuck Royce,Lee Ainslie - Conn's Catapults 24% Amid Record-Breaking Performance
A burst in trading of Conn’s Inc. (NASDAQ:CONN) catapulted the specialty retailer’s stock to surprising heights. Shares flew as high as 24% in Thursday trading. More...

RETAIL, CREDIT, EARNINGS, OUTPERFORM,


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Royce Funds Commentary: Lauren Romeo on 4 Premier Quality Small-Caps Q&A with Lauren Romeo Chuck Royce - Royce Funds Commentary: Lauren Romeo On 4 Premier Quality Small-Caps
PM Lauren Romeo describes the potential advantages of increased volatility and details what she likes about four current holdings. More...

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5 Gurus and Sears Hometown and Outlet The saving grace for Sears' retail operation Chuck Royce,Edward Lampert - 5 Gurus And Sears Hometown And Outlet
Sears Hometown and Outlet Stores Inc. (NASDAQ:SHOS) is the result of a spin-off from Sears Holdings back in 2012. Seventy percent of the company’s sales come from Hometown Stores and 30% from Sears Outlet Stores More...

SEARS, RETAIL, REAL ESTATE, KENMORE, APPLIANCES, EDDIE LAMPERT


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Royce Funds Commentary: 3 Reasons to be Optimistic About Active Management Senior Investment Strategist Steve Lipper examines a small-cap market transitioning to one that looks more favorable for active management Chuck Royce - Royce Funds Commentary: 3 Reasons To Be Optimistic About Active Management
Watch the video here. More...

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Steven Bregman on the Problem With ETFs and Crypto Notes on Steven Bregman's presentation at the 2018 East Coast IDEAS Conference Bill Ackman,Chuck Royce - Steven Bregman On The Problem With ETFs And Crypto
Steven Bregman of Horizon Kinetics was a 2018 East Coast IDEAS conference speaker. Horizon Kinetics is a thought leader within asset management within at least two subjects: the problems of the ETF industry and cryptocurrency. More...

LONG, CRYPTO, ETF


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Private Capital Buys CBIZ, Allergan, SpartanNash Fund’s largest buys of the first quarter Private Capital,Chuck Royce - Private Capital Buys CBIZ, Allergan, SpartanNash
Private Capital (Trades, Portfolio) Management was founded in 1986. The firm bought shares of the following stocks in the first quarter. More...

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Royce Funds Commentary: The High Cost of Debt Co-CIO Francis Gannon explains that, while small-caps as a whole seem to be growing more risky, opportunities still exist for risk-conscious active managers Chuck Royce - Royce Funds Commentary: The High Cost Of Debt
As small-cap specialists, we’re often asked what we think the impact of rising interest rates will be on small-cap stocks. Our response is not as simple as saying that it looks likely to be positive or negative. More...

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Big Balance Sheet Improvements Create a Deep Value Opportunity With VOXX Internaional Multiple deep value attributes make VOXX International a solid investment idea Chuck Royce - Big Balance Sheet Improvements Create A Deep Value Opportunity With VOXX Internaional
VOXX International (VOXX) is a manufacturer and distributor of electronic products. The company operates in three segments: Automotive, Premium Audio and Consumer Accessories. More...

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Royce Funds Commentary: Bill Hench on Deep Value Opportunities Hench recaps the first quarter and discusses the industries that are attracting his attention Chuck Royce - Royce Funds Commentary: Bill Hench On Deep Value Opportunities
How did the portfolio perform in 1Q18? More...

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Kirkland Lake Gold Keeps Growing A strong momentum is leading Kirkland Lake Gold. Production and financial figures continue to improve Chuck Royce,Jim Simons - Kirkland Lake Gold Keeps Growing
Kirkland Lake Gold (NYSE:KL) continues its strong momentum. The stock soared 3.43% to $18.69 per share at the end of regular trading hours on May 4. Kirkland Lake Gold outperformed the Van Eck Vectors Gold Miners ETF (GDX) by 21% this year. More...

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6 Companies With a High Dividend Yield CM Finance tops the list Jim SImons, Chuck Royce, Paul Tudor Jones, Mario G - 6 Companies With A High Dividend Yield
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 Commentary: Does Volatility Mean Opportunity in Small-Caps? Chuck Royce and Co-CIO Francis Gannon look at volatility, the likelihood of a small-cap leadership shift, and why inflation and rising rates are not yet a major concern Chuck Royce - Royce Funds Commentary: Does Volatility Mean Opportunity In Small-Caps?
Watch the video here. More...

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