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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 $9,078,303,000
Change This QTR +1.24%
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. KWR 690,958 $128,276 -10% 1.41%
2. MKSI 999,518 $113,185 -3% 1.24%
3. ARES 2,495,254 $99,062 -11% 1.09%
4. CFX 2,738,723 $76,410 +3% 0.84%
5. CCMP 547,314 $76,372 -10% 0.84%
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