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 $26,432,300,000
Change This QTR +0.92%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. BKE 6,501,190 $332,146 -12% 1.25%
2. THO 5,075,360 $320,814 -21% 1.21%
3. UNF 2,268,420 $266,970 -1% 1.01%
4. RS 4,062,166 $248,117 -6% 0.93%
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