Charles Royce

SMALL-CAP INVESTMENT LEGEND CHUCK ROYCE DISCUSSES OPPORTUNITIES IN UNDERAPPRECIATED SMALL CAPS

October 8, 2021

The exceptional performance of small-company stocks over the last decade has been underappreciated compared to the extraordinary performance of large-cap stocks, which have been propelled by the FAANGs. Small-cap pioneer Chuck Royce explains why small caps deserve renewed attention.  

WEALTHTRACK Episode #1815 broadcast on October 08, 2021

Listen to the audio-only version here:

Explore This Episode

We have compiled additional information and content related to this episode.

CHUCK ROYCE


ACTION POINT

Find a top-quality small-cap value fund:

  • Some Morningstar favorite small-cap value funds:
  • Silver rated Boston Partners Small Cap Value II Inv (BPSCX)
  • Gold rated Vanguard Small-Cap Value ETF (VBR)

ONE INVESTMENT

SUPERB TRACK RECORD

Buy Quaker Chemical Corporation (KWR)

  • Price: $233.19 on 10/6/21
  • 52-week range: $185.05 – $301.99

STOCKS MENTIONED

  • Independent Bank Group, Inc (IBTX)
  • Home BancShares, Inc  (HOMB)
  • Air Lease Corp Cl A  (AL-N)

ARCHIVE

Chuck Royce from the WEALTHTRACK Archives:


WEB EXTRA

RESTORATION WITH A PURPOSE

For decades small-cap investment legend Chuck Royce has dedicated prodigious amounts of time and money on historic restoration projects ranging from individual hotels to entire towns. His guiding principle is it has to have a purpose. 

RICH UNIVERSE: LEGENDARY INVESTOR CHUCK ROYCE IS FINDING NUMEROUS OPPORTUNITIES OVERSEAS IN SMALL CAP STOCKS

February 23, 2018

A rare interview with small-cap pioneer Chuck Royce on the evolving international and income opportunities in small company stocks.
Continue Reading »

ROYCE: MANAGING MONEY FOCUS

June 24, 2016

MANAGING MONEY FOCUS

Half a century ago Chuck Royce identified small company stocks as a distinct asset class full of attractive investment opportunities.  Starting with his flagship Royce Pennsylvania Mutual fund in 1972 he built a pioneering, small-cap oriented investment management firm, Royce & Associates which now has 18 micro, small and mid-cap focused mutual funds, several of them run by Royce himself.  The firm recently announced its founder would retire from the day to day management duties as CEO and focus solely on managing money.

Watch the related WEALTHTRACK episode.

ROYCE: SMALL COMPANY VALUE

June 24, 2016

An exclusive interview with small cap stock pioneer Chuck Royce who says small, top quality companies are selling at bargain prices.
Continue Reading »

CHUCK ROYCE: TRADING AND RESTORING

April 25, 2014

Chuck Royce: Trading And Restoring

With more than fifty years of investing and trading under his belt Chuck Royce has a different take on the allegation that high-frequency trading means the market is rigged.  Plus this renaissance man explains his personal passion for restoring historic buildings, including Ocean House in Watch Hill, Rhode Island the site of a recent WEALTHTRACK taping.

Watch the related WEALTHTRACK Episode.

Back to Top