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
Filling Period:
Fund Holdings Sector Distribution
Fund Name: Royce & Associates
Manager Chuck Royce
Portfolio Value $33,596,963,000
Change This QTR +0.99%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) UNT 5,822,122 $400,737 -5% 1.19%
2.) THO 6,839,182 $388,944 -6% 1.15%
3.) MYGN 9,299,478 $361,936 -2% 1.07%
4.) FII 11,306,220 $349,588 -10% 1.04%
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