Chuck Royce13F | |
Royce Investment Partners | |
Last update 2024-11-07 | 863 Stocks (59 new) |
Value $11.00 Bil | Turnover 6 % |
Portfolio Report |
Chuck Royce Investing Philosophy
The firm invests in smaller companies, primarily those with market capitalizations up to $5 billion, although some of its Funds may invest in companies with market capitalizations up to $10 billion. The value approaches that portfolio managers use share one significant trait: They are looking for terrific stocks trading for less than the estimate of the company's worth as a business - its enterprise value.
"Essentially, we are interested in three things—a strong balance sheet, a record of success as a business, and the potential for a profitable future." - Charles M. Royce
Chuck Royce's Top Stock Picks
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Chuck Royce Total Holding History ($B)
Chuck Royce's Asset Allocation
Chuck Royce Past Portfolios
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Top Ranked Articles
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Chuck Royce's Hypothetical Growth since 2024-09-30
Chuck Royce's Yearly Returns
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Chuck Royce's Holdings Heat Map
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Chuck Royce's Holdings Bubble Chart
Chuck Royce News
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