Hedge Fund - Royce & Associates

Chuck Royce Bio, Returns, AUM, 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
Filing Period:
Fund Name: Royce & Associates
Manager Chuck Royce
Portfolio Value $11,204,039,023
Change This QTR +1.03%
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. AL 2,866,133 $147,433,882 +2% 1.31%
2. ACA 1,427,267 $122,545,145 -3% 1.09%
3. MKSI 919,492 $122,292,436 -18% 1.09%
4. HAE 1,266,614 $108,105,505 +32% 0.96%
5. SEIC 1,464,385 $105,289,282 +1% 0.93%
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