Hedge Fund - Royce & Associates

Chuck Royce Bio, Returns, Net Worth

Chuck Royce founded Royce & Associates in 1972. The fund employs a value-based approach to invest in companies with small market capitalizations. According to Royce, the core business of his company is small-cap value investment. Chuck Royce looks for small-cap companies that are underpriced relative to its enterprise value. Most stocks in Royce & Associates’ portfolio have market caps of lower than $5 billion.

Chuck Royce
Fund Profile
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Fund Name: Royce & Associates
Manager Chuck Royce
Portfolio Value $18,857,850,000
Change This QTR +0.80%
Fund Holdings Sector Distribution
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Sort by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. UNF 2,173,693 $232,172 -2% 1.23%
2. BKE 6,161,400 $227,787 -8% 1.2%
3. MKSI 6,371,996 $213,653 -7% 1.13%
4. CALM 3,512,429 $191,814 -3% 1.01%
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