Chuck Royce

Chuck Royce

Last Update: 05-11-2017

Number of Stocks: 1116
Number of New Stocks: 88

Total Value: $15,292 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 Circor International Guru stock highlight
Circor International (NYSE:CIR) is an industrial company that makes highly engineered flow-control valves capable of withstanding extreme pressures, temperatures, and corrosive environments. Read more...
Roger Penske Buys Penske Automotive Chairman and CEO acquired shares in transportation company
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. Read more...
» More Chuck Royce Articles

Commentaries and Stories

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10 Stocks Richard Pzena Continues to Buy Guru increased these holdings in the last 2 quarters Richard Pzena,Chuck Royce,Pioneer Investments,Jere - 10 Stocks Richard Pzena Continues To Buy
Richard Pzena (Trades, Portfolio), founder and co-chief investment officer of Pzena Investment Management, purchased shares of the following stocks in first-quarter 2017 and fourth-quarter 2016. More...

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Chuck Royce Continues to Buy These 10 Stocks Guru increased these holdings in the last 2 quarters Chuck Royce,Jim Simons,Chris Davis,Mario Gabelli,P - Chuck Royce Continues To Buy These 10 Stocks
Chuck Royce (Trades, Portfolio) manages a portfolio composed of 1,116 stocks with a total value of $15.292 billion. In both the first quarter of 2017 and fourth-quarter 2016 the guru bought shares in the following stocks. More...

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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' Chuck Royce - Charlie Dreifus On Accounting Oddities Investors Should Beware
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.” More...

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Virtu Financial to Buy KCG Holdings High-frequency trading companies combine in $1.4 billion deal Ron Baron,Chuck Royce,Keeley Asset Management Corp - Virtu Financial To Buy KCG Holdings
Virtu Financial Inc. (NASDAQ:VIRT) announced Thursday it has agreed to buy rival high-frequency trading company KCG Holdings Inc. (NYSE:KCG) for $1.4 billion in cash. More...

ACQUISITION, MERGER, VIRTU, KCG


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7 Rising Stocks That Are Still Undervalued The Peter Lynch Value gives wide margins of safety NWQ Managers,Chuck Royce,Jim Simons,Joel Greenblat - 7 Rising Stocks That Are Still Undervalued
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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Stocks That Are Beating the Market These companies have outperformed Standard & Poor's in the last 12 months Jim Simons,Chuck Royce,Keeley Asset Management Cor - Stocks That Are Beating The Market
According to GuruFocus' All-in-One Guru Screener, the following are some of the stocks that have outperformed the Standard & Poor's 500 Index over the last 12 months and were bought by gurus during the last quarter. More...

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Guru's Stocks With High Predictability All-in-One Screener ranked companies based on moat, price Ron Baron,Chuck Royce,Wallace Weitz,Steven Cohen,D - Guru's Stocks With High Predictability
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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Undervalued Stocks With Growing EPS These companies have strong earnings and margins of safety Chuck Royce,Barrow Hanley Mewhinney & Strauss,Paul - Undervalued Stocks With Growing EPS
Companies with growing earnings per share (EPS) are often good investments as they can return a good profit to investors. Here is a selection of the most undervalued companies, according to the DCF calculator, that have five-year growing EPS. More...

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Royce Funds: Reversals and Cross-Currents in 1Q17 An interview with small-cap specialists Chuck Royce and Francis Gannon Chuck Royce - Royce Funds: Reversals And Cross-Currents In 1Q17
Portfolio Manager Chuck Royce and Co-CIO Francis Gannon recap the performance reversals and cross-currents in 1Q17 and explain why lower returns for small-caps might be the pause that refreshes. More...

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TJMT Holdings Buys Shares of Virtu Financial Insider invests in 170,157 shares Paul Tudor Jones,Chuck Royce - TJMT Holdings Buys Shares Of Virtu Financial
Insider TJMT Holdings LLC purchased 170,157 shares of Virtu Financial Inc. (NASDAQ:VIRT) in five separate transactions between March 16 and April 7 for an average price of $15.95 per share. More...

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Privet Fund Management Loads Up on Synalloy Insider now owns more than 1 million shares Jim Simons,Chuck Royce - Privet Fund Management Loads Up On Synalloy
Privet Fund Management LLC, an investment firm that manages investment partnerships focused on making event-driven, value-oriented investments in small capitalization companies, continues to add to its stake in Synalloy Corp. (NASDAQ:SYNL). More...

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Royce Funds: A Small-Cap Pause That Refreshes? Co-CIO Francis Gannon analyzes the cross-currents and reversals in 1Q17 and details why the small-cap rally has room to run Chuck Royce - Royce Funds: A Small-Cap Pause That Refreshes?
Observations on a Curious Quarter More...

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CEO Invests in Panhandle Oil and Gas Insider buys 20,480 shares Chuck Royce - CEO Invests In Panhandle Oil And Gas
Paul Blanchard Jr. (Insider Trades), CEO of Panhandle Oil and Gas Inc. (NYSE:PHX), bought 20,480 total shares of the company between March 23 and March 30. The average price per share ranged from $17.75 to $19.50. The oil and gas company has a market cap of $319.07 million. More...

PAUL BLANCHARD JR, PANHANDLE OIL AND GAS, INSIDER TRADES


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6 Companies That Offer Strong Value Potential for 2nd-Quarter 2017 A deeper look at the value screeners and FZM scores John Rogers, Chuck Royce - 6 Companies That Offer Strong Value Potential For 2nd-Quarter 2017
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. More...

JOHN ROGERS, CHUCK ROYCE


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Royce Funds Commentary: 4 Elements of Small-Cap Risk Management From Charlie Dreifus, CFA, portfolio manager, managing director and GuruFocus 2017 Value Conference speaker Chuck Royce - Royce Funds Commentary: 4 Elements Of Small-Cap Risk Management
Portfolio Manager Charlie Dreifus outlines the four cultural elements of risk he focuses on in his portfolios. More...

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Insider Invests in Heritage Insurance Holdings CEO buys 16,000 shares Chuck Royce,Jim Simons - Insider Invests In Heritage Insurance Holdings
Bruce Lucas (Insider Trades), CEO and chairman of Heritage Insurance Holdings Inc. (NYSE:HRTG), bought 16,000 shares of the company on March 20. The average price per share was $12.57, for a total transaction of $201,120.  More...

BRUCE LUCAS, INSIDER TRADES, HERITAGE INSURANCE HOLDINGS INC


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Scott Black Continues to Buy Allergan, CVS Health, 6 Others The guru bought these stakes in the 3rd and 4th quarters Scott Black,Chuck Royce,Jim Simons,Dodge & Cox,Fir - Scott Black Continues To Buy Allergan, CVS Health, 6 Others
Scott Black (Trades, Portfolio) is the chairman, president, chief investment officer and chief compliance officer at Delphi Management Inc. He manages a portfolio composed of 93 stocks with a total value of $171 million. In the third and fourth quarters of 2016 the guru bought shares in the following stocks: More...

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Concerned About Interest Rate Risk? Consider Small-Caps Senior Investment Strategist Steve Lipper looks at the correlation of small-cap stock performance with rising interest rates Chuck Royce - Concerned About Interest Rate Risk? Consider Small-Caps
How might rising rates affect small-caps? More...

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Royce Funds Commentary: High Prices, Low Volatility With the S&P 500 VIX near its lowest levels in more than a decade, we anticipate more volatility for stocks Chuck Royce - Royce Funds Commentary: High Prices, Low Volatility
By Francis Gannon, co-chief investment officer, managing director More...

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Columbia Wanger Buys LCI Industries, Nasdaq Largest buys by the firm in the 4th quarter Columbia Wanger,Chuck Royce,Joel Greenblatt,Jeremy - Columbia Wanger Buys LCI Industries, Nasdaq
Columbia Wanger (Trades, Portfolio) manages a portfolio composed of 197 stocks with a total value of $7.123 billion. During the fourth quarter the guru bought shares in the following stocks: More...

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