Chuck Royce

Chuck Royce

Last Update: 01-17-2018

Number of Stocks: 1234
Number of New Stocks: 176

Total Value: $15,088 Mil
Q/Q Turnover: 4%

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 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...
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...
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...
FPA Capital Fund Buys Federated Investors, Exits 4 Other Positions The fund divested one of its largest holdings in 3rd quarter
The FPA Capital Fund (Trades, Portfolio) established one new holding and exited four others during the third quarter. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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Royce Funds - Why Our Focus Is on Profitability, Cyclicals and Economic Growth Portfolio Manager Chuck Royce and Co-CIO Francis Gannon recap 2017 and discuss the opportunities they’re focusing on Chuck Royce - Royce Funds - Why Our Focus Is On Profitability, Cyclicals And Economic Growth
What stands out to you about the way the small-caps performed in 2017? More...

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6 Stocks With High Dividend Yields Companies with negative stock momentum Jim Simons, Chuck Royce - 6 Stocks With High Dividend Yields
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 - Be Selective and Lower Your Expectations: Six Small-Cap Points for 2017 and Beyond Co-CIO Francis Gannon on what worked best in small-cap in 2017 and what investors should be looking at as we enter the post-tax-reform world Chuck Royce - Royce Funds - Be Selective And Lower Your Expectations: Six Small-Cap Points For 2017 And Beyond
4Q17 Gave Us More of the Same… More...

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6 Cheap Stocks With a High Dividend Yield Companies with negative stock momentum Jim Simons, Chuck Royce, Scott Black - 6 Cheap Stocks 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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6 Undervalued Stocks With Growing Earnings Usana, Eagle Bancorp among companies increasing their profitability Chuck Royce, Jim Simons, Joel Greenblatt, Paul Tud - 6 Undervalued Stocks With Growing Earnings
Companies growing their earnings per share (EPS) are often good investments as they can return a solid profit to investors. According to the discount cash flow (DCF) calculator, the following undervalued companies have grown their EPS over a five-year period. More...

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6 Stocks Trading Below Peter Lynch Value Tegna tops the list JIm Simons, Chuck Royce, Joel Greenblatt, Jeremy G - 6 Stocks Trading Below 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 their 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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6 Stocks With Negative Performances Hasbro, Goodyear among companies with falling stock prices and returns Chuck Royce, Joel Greenblatt, Jim SImons, Michael  - 6 Stocks With Negative Performances
While gurus hold positions in these companies, the stock price and returns continue to fall. These are the worst-performing stocks over the past three months with a long-term presence in at least four gurus’ portfolios. More...

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Royce Funds Commentary: How Risky Is the Russell 2000 Right Now? Co-CIO Francis Gannon looks at some metrics for the small-cap index that suggest its high valuation may not be sustainable Chuck Royce - Royce Funds Commentary: How Risky Is The Russell 2000 Right Now?
If the Russell 2000 were a company, would you buy it? More...

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6 High-Yield Stocks With Declining Prices Cohen & Co, Chicago Rivet top the list Jim Simons, Chuck Royce, Mario Gabelli, - 6 High-Yield Stocks With Declining 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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Chuck Royce Curbs IXYS Position, Boosts Circor International Guru trims position in semiconductor company, increases holding in industrial manufacturer Chuck Royce - Chuck Royce Curbs IXYS Position, Boosts Circor International
Royce & Associates leader Chuck Royce (Trades, Portfolio) disclosed this week his firm reduced its position in IXYS Corp. (NASDAQ:IXYS) and increased its Circor International Inc. (NYSE:CIR) holding on Nov. 30. More...

ROYCE, BUY, SELL, REAL TIME PICKS


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Royce Funds Commentary: The Impact of Tax Reform on Small-Caps What should small-cap investors know about tax reform and current valuations? Chuck Royce - Royce Funds Commentary: The Impact Of Tax Reform On Small-Caps
Watch the video here. More...

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Chuck Royce on What You Need to Know About Small-Caps Portfolio Manager Chuck Royce discusses 3Q17's shift to value with Co-CIO Francis Gannon and what he expects next for small-caps Chuck Royce - Chuck Royce On What You Need To Know About Small-Caps
Francis Gannon: Chuck, it was an up-and-down third quarter. Rates bottomed somewhere around September 7th timeframe, and right around that timeframe we began to see that shift back to the value again. What are your thoughts on that and where do you think we are in that normalization process? More...

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Royce Funds: Where Are Small-Caps Headed Next? Co-CIO Francis Gannon on the state of the current small-cap market Chuck Royce - Royce Funds: Where Are Small-Caps Headed Next?
Co-CIO Francis Gannon on the state of the current small-cap market, the prospects for value's leadership, and why cyclical businesses with global exposure continue to look attractive. More...

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6 Companies Boosting Earnings and Revenue Rayanair, Cirrus Logic, Lazard top the list Jim Simons, Chuck Royce, Charles Brandes, John Rog - 6 Companies Boosting Earnings And Revenue
According to GuruFocus' All-In-One Screener, the following companies have boosted their revenues and earnings over the past several years. More...

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Royce Funds: Will Amazon Kill All Retail? Portfolio Manager Charlie Dreifus looks at the impact of e-commerce and how it’s affected his investments in small-cap retailers Chuck Royce - Royce Funds: Will Amazon Kill All Retail?
Portfolio Manager Charlie Dreifus looks at the impact of e-commerce and how it’s affected his investments in small-cap retailers. More...

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Quality Stocks: Cognizant, Copart 6 stocks with high business predictability Chuck Royce,Columbia Wanger,Joel Greenblatt,John H - Quality Stocks: Cognizant, Copart
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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Royce Funds Commentary: Are Small-Cap Cyclicals Signaling Good News About the Economy? Co-CIO Francis Gannon thinks that recent performance for certain cyclical sectors means that good news may be coming for the economy Chuck Royce - Royce Funds Commentary: Are Small-Cap Cyclicals Signaling Good News About The Economy?
Small-cap returns have often been seen as something like economic mood rings, those briefly trendy baubles from the 1970s. More...

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6 Stocks With a Wide Margin of Safety The Peter Lynch value suggests these companies are undervalued Chuck Royce, Mario Gabelli, Robert Olstein, Steven - 6 Stocks With A Wide Margin Of Safety
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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Risk-Reward With Atlassian The cloud software company looks very expensive Chuck Royce,Jim Simons - Risk-Reward With Atlassian
Software development and collaboration tool provider Atlassian Corp. PLC (NASDAQ:TEAM) is trading at an absurd valuation, yet guru investors Jim Simons (Trades, Portfolio), John Paulson (Trades, Portfolio) and Chuck Royce (Trades, Portfolio) continue to add to their positions. More...

CLOUD SOFTWARE, SAAS, ATLASSIAN, JIRA, HIPCHAT, TRELLO,


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6 High-Yield Stocks With Declining Prices Psychemedics, Medley Management top the list Jim Simons, Chuck Royce, Kahn Brothers, Arnold Sch - 6 High-Yield Stocks With Declining 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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