Charles Dreifus

DREIFUS: ON WORRYING

September 18, 2015
Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.”

Dreifus is a big believer in the power of compound dividends, which he has put to work in a major way in his Royce Special Equity Multi-Cap Fund.  Of the 26 names in that portfolio as of June 30, 2015, 10 of them, or approximately 38% of the portfolio have increased their dividends for more than 25 years in a row.  Here’s the portfolio’s dividend profile.
Download the list here. [.pdf]

Watch the related WEALTHTRACK episode.

DREIFUS UPDATE

May 30, 2014
When most of the country’s public television stations are running pledge weeks, we are revisiting Consuelo’s interview with a WEALTHTRACK Great Investor who made his name investing in small company stocks. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds explains why he now favors large companies in today’s markets. Watch that episode here.

We tracked down Great Investor Charles Dreifus at the Munich airport for an update on his view of the stock market and large vs. small cap stocks in particular.
You might remember from previous WEALTHTRACK interviews that Dreifus, a Morningstar Domestic Stock Fund Manager of the Year has run the small and micro-cap focused Royce Special Equity Fund successfully for the last 16 years and that he convinced his boss, small-cap pioneer Chuck Royce to let him launch a large-cap focused fund, the Royce Special Equity Multi-Cap Fund in 2010.

DREIFUS UPDATE TRANSCRIPT

May 30, 2014

On this week’s Consuelo Mack WealthTrack: a Great Investor who has made his name investing in small company stocks explains why he now favors large companies. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds discusses where he is finding the greatest values in the market now.

CHARLIE DREIFUS: LESSONS FROM A MENTOR

January 24, 2014

For as long as he can remember Great Investor Charlie Dreifus loved numbers. As a child he asked his mother to read numbers to him instead of storybooks. But it wasn’t until he took Professor Abraham Briloff’s accounting course at Baruch College that Dreifus found his calling, what he calls deep dive accounting.  Briloff,  who became an accounting legend passed away recently at the age of 96. For Dreifus he was a father figure, mentor and life-long friend.

CHARLES DREIFUS – A SMALL CAP INVESTOR THINKS BIG

January 24, 2014

A WEALTHTRACK Great Investor who has made his name investing in small company stocks explains why he now favors large companies. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds discusses why big is better in today’s markets. Continue Reading »

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