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 $28,817,969,000
Change This QTR +0.97%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. BKE 7,326,849 $384,806 -5% 1.33%
2. THO 6,381,307 $356,524 -8% 1.23%
3. UNF 2,276,674 $276,502 -1% 0.95%
4. RBA 10,045,187 $270,115 +10% 0.93%
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