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 Holdings Sector Distribution
Fund Name: Royce & Associates
Manager Chuck Royce
Portfolio Value $34,899,755,000
Change This QTR +1.04%
Showing:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) THO 7,526,122 $415,668 -2% 1.19%
2.) RS 5,341,972 $405,135 -1% 1.16%
3.) BKE 7,659,999 $402,610 +1% 1.15%
4.) UNT 6,911,360 $356,764 -4% 1.02%
5.) FII 12,340,344 $355,402 -1% 1.01%
6.) NUS 2,187,208 $302,316 -46% 0.86%
7.) LECO 3,891,986 $277,654 -25% 0.79%
8.) MTX 4,140,589 $248,725 -4% 0.71%
9.) TER 14,029,064 $247,192 -9% 0.7%
10.) WLK 2,023,218 $246,974 -10% 0.7%
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