Chuck Royce

Chuck Royce

Last Update: 09-06-2018

Number of Stocks: 1213
Number of New Stocks: 70

Total Value: $14,453 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

Chuck Royce Makes Several Changes to Portfolio in August Small-cap specialist closes Echelon position, makes two other trades
Royce & Associates leader Chuck Royce (Trades, Portfolio) disclosed he made several changes to his portfolio on Aug. 31. 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...
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...
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...
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: After Record Highs, What’s Next for Small-Caps? Co-CIO Francis Gannon looks at a small-cap market that’s been hitting record highs so far this year Chuck Royce - Royce Funds Commentary: After Record Highs, What’s Next For Small-Caps?
Year-to-date through 9/13/18, the Russell 2000 Index was up 12.6%, an impressive double-digit return. If results for the small-cap index remain in that range, it will mark the third consecutive year of double digit small-cap performance, something that has happened only twice before—and not for more than 20 years—since the inception of the index on 12/29/78. More...

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5 Companies With Low Price-Sales Ratios AT&T tops the list Pioneer Investments,Chuck Royce - 5 Companies With Low Price-Sales Ratios
According to the GuruFocus All-in-One Screener, the following companies with market caps over $5 billion look cheap since they are trading with low price-sales ratios. More...

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Royce Funds Commentary: Steven McBoyle on Global M&A in Small-Caps Portfolio Manager Steven McBoyle discusses the recent surge in US small-caps acquiring European companies Chuck Royce - Royce Funds Commentary: Steven McBoyle On Global M&A In Small-Caps
Watch the video here. More...

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Chuck Royce Makes Several Changes to Portfolio in August Small-cap specialist closes Echelon position, makes two other trades Chuck Royce - Chuck Royce Makes Several Changes To Portfolio In August
Royce & Associates leader Chuck Royce (Trades, Portfolio) disclosed he made several changes to his portfolio on Aug. 31. More...

CHUCK ROYCE, SMALL-CAP, TRADES, REAL TIME PICKS, AUGUST, ROYCE


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3 Railroad Stocks to Consider as US Trade Talks Continue Companies trading below Peter Lynch value Steven Cohen, Chuck Royce, Jim Simons, Ken Fisher, - 3 Railroad Stocks To Consider As US Trade Talks Continue
After months of market uncertainty surrounding the trade war being waged by the Trump administration, major railroad stocks received a boost as a result of the recent deal reached by the U.S. and Mexico. While negotiations with the Canadian government are still in progress, several of these companies present appealing investment opportunities because they have strong business predictability ratings, are posting consistent earnings and revenue growth and are trading below their Peter Lynch values. More...

RAILROAD, TRADE, TRUMP, US, MEXICO, CANADA


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5 Undervalued Stocks Growing Book Value Gildan Activewear and Gentex on the list Chuck Royce,First Pacific Advisors - 5 Undervalued Stocks Growing Book Value
According to the GuruFocus All-In-One Screener, the following companies have grown their book value per share (BV/S) over the past decade. More...

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Royce Funds Commentary: Why Quality Is the Central Concern for PM Mark Rayner Q&A with Mark Rayner Chuck Royce - Royce Funds Commentary: Why Quality Is The Central Concern For PM Mark Rayner
As the pace of global growth continues to slow, Mark discusses why our Quality at a Reasonable Price (“QARP”) strategy is focused squarely on fundamental quality in international small-cap stocks. More...

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Royce Funds Commentary - Portfolio Allocation Brief: Royce Opportunity In Different Market Regimes Senior Investment Strategist Steve Lipper discusses performance trends for Royce’s Deep Value Strategy Chuck Royce - Royce Funds Commentary - Portfolio Allocation Brief: Royce Opportunity In Different Market Regimes
How would you describe Royce’s Deep Value Strategy to an asset allocator? More...

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5 Undervalued Stocks With Positive Earnings Growth Estimates A Chinese airline tops the list Mario Gabelli,Chuck Royce - 5 Undervalued Stocks With Positive Earnings Growth Estimates
According to the GuruFocus All-in-One Screener, the following stocks are trading at a discount and have positive three- to five-year future earnings estimates. More...

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Mariko Gordon Sells Hostess Brands, Trims Callaway Golf Guru's largest sales of 2nd quarter Chuck Royce,Ken Fisher - Mariko Gordon Sells Hostess Brands, Trims Callaway Golf
Daruma Capital Management was funded in 1995. During the second quarter, its founder, Mariko Gordon (Trades, Portfolio), sold shares of the following stocks. More...

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Royce Funds Commentary: How Will Rising Inflation Impact Small-Caps? Co-CIO Francis Gannon on what rising inflation risks may mean for small-cap investors Chuck Royce - Royce Funds Commentary: How Will Rising Inflation Impact Small-Caps?
Although it’s the time of year when many of us are escaping on late-summer getaways, a vigorous debate about the outlook for the economy, inflation and equity markets rages on with a passion that seems especially lively for a time when many are enjoying the last tranquil days of August. More...

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Chuck Royce Comments on Copart Guru stock highlight
Copart (NASDAQ:CPRT) is the largest online salvage auction provider in the U.S. The company saw higher volumes and revenue per car as market conditions remained robust in the first half. Copart’s continuous improvement of its virtual bidding platform is expanding the pool of potential buyers, auction participants, and bids per car. A shift within its non-insurance auto auction business toward dealers and financial institutions has been lifting both average selling prices and gross margins higher. Finally, the company has been supplementing its expanding European footprint with the acquisition of a salvage operation in Finland, augmenting its buyer base in Russia and the Baltic States. More...

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Chuck Royce Comments on Kirby Corp Guru stock highlight
Kirby Corporation (NYSE:KEX) has the largest inland and coastal tank barge fleet in the U.S. and also draws revenue from servicing and distributing industrial engines, transmissions, parts, and oil field services equipment. The tank barge markets seem to be recovering well, thanks to retirements of older barges, limited new builds, and solid utilization rates. Kirby has also benefited from two recent acquisitions over the last 18 months that are allowing it to drive industry consolidation. In addition, higher land drilling activity resulting from rising oil prices has been stoking demand for new and remanufactured hydraulic fracturing units. It was the portfolio’s largest position at the end of June. More...

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Royce Premier Fund Manager Commentary 2nd Quarter From Chuck Royce Chuck Royce - Royce Premier Fund Manager Commentary 2nd Quarter
Fund Performance More...

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Royce Total Return Fund Manager Commentary By Chuck Royce and Jay Kaplan Chuck Royce - Royce Total Return Fund Manager Commentary
Fund Performance More...

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Ray Dalio’s Top 6 Buys in 2nd Quarter Author of best-seller 'Principles' discloses top buys for the June quarter Ray Dalio, Chuck Royce, Paul Tudor Jones, Richard  - Ray Dalio’s Top 6 Buys In 2nd Quarter
Ray Dalio (Trades, Portfolio), author of best-seller “Principles,” disclosed on Tuesday that his $165 billion hedge fund’s top six buys for the second quarter were Cummins Inc. (NYSE:CMI), Applied Materials Inc. (NASDAQ:AMAT), Alibaba Group Holding Ltd. (NYSE:BABA), Bristol-Myers Squibb Co. (NYSE:BMY), Walmart Inc. (NYSE:WMT) and Johnson & Johnson (NYSE:JNJ). More...

RAY DALIO, CHUCK ROYCE, PAUL TUDOR JONES, RICHARD SNOW, CHRIS DAVIS, MURRAY STAHL, CHASE COLEMAN, JULIAN ROBERTSON


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Jay Kaplan on 3 Overlooked Tech Opportunities Portfolio Manager Jay Kaplan discusses his contrarian view of opportunities in the tech world Chuck Royce - Jay Kaplan On 3 Overlooked Tech Opportunities
What are the overlooked opportunities in tech? More...

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Royce Funds Commentary - Obstacles And Optimism: Our Review And Outlook For 2018 Although the first six months of 2018 remain curious to us, we’re hopeful the second half will feature more normalizing markets Chuck Royce - Royce Funds Commentary - Obstacles And Optimism: Our Review And Outlook For 2018
Small-Cap's First Half More...

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Chuck Royce’s Top 5 New Buys of the 2nd Quarter Small-cap specialist’s largest new position is in analytics company Chuck Royce - Chuck Royce’s Top 5 New Buys Of The 2nd Quarter
Chuck Royce (Trades, Portfolio), leader of Royce & Associates, disclosed 70 new positions when he released his second-quarter portfolio this week. More...

CHUCK ROYCE, BUYS, 2Q, ROYCE & ASSOCIATES


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Royce Funds Commentary: What Are Most Investors Overlooking? From the upcoming midterm elections to deregulation, four small-cap specialists discuss what they believe most investors are overlooking Chuck Royce - Royce Funds Commentary: What Are Most Investors Overlooking?
Chuck Royce (Trades, Portfolio): Putting Too Much Focus On Headlines More...

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