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

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CHUCK ROYCE


ACTION POINT

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  • 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. 

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