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 $23,670,473,000
Change This QTR +0.90%
Fund Holdings Sector Distribution
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Sort by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. BKE 6,640,083 $303,917 +3% 1.28%
2. MKSI 6,810,936 $258,407 +2% 1.09%
3. UNF 2,218,033 $248,087 -3% 1.04%
4. RBA 8,490,057 $237,042 -15% 1%
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