People

Chuck Royce

Chuck Royce

Formal First Name
Charles (Chuck)

Chuck Royce is Chairman and Portfolio Manager at Royce & Associates, an investment management firm he established in 1972. A pioneer of small-cap investing, Royce has been picking stocks for more than 50 years, enduring more than a handful of boom-bust cycles. He specializes in active, value-oriented, small-cap money management. He also serves as a Senior Advisor for Rockefeller Capital Management, helping advise the Rockefeller Global Family Office in its offering distinct solutions to ultra-high-net-worth clients.

Professional Experience


Academic History

STRATEGY

  • Chuck has enjoyed a long tenure of active mutual fund management. 
  • He has maintained the use of a bottom-up approach to investing in small-cap and micro-cap stocks.
  • He focuses mainly on balance sheet strength, cash flow characteristics, and returns on invested capital when choosing stocks.


CURRENT APPOINTMENTS