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 $29,601,091,000
Change This QTR +0.88%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. THO 6,861,977 $353,392 +1% 1.19%
2. BKE 7,685,638 $348,851 -1% 1.17%
3. MYGN 8,906,065 $343,507 -5% 1.16%
4. UNT 5,709,102 $334,839 -2% 1.13%
News, Interviews and Investor Letters

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!