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 $33,854,562,000
Change This QTR +0.97%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) THO 7,266,822 $443,712 -4% 1.31%
2.) UNT 6,102,323 $398,970 -12% 1.17%
3.) RS 5,429,612 $383,656 +2% 1.13%
4.) FII 12,450,264 $380,231 +1% 1.12%
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!