Chuck Royce on 50 Years of Small-Cap Investing on WealthTrack—Royce
article 07-14-2023

Chuck Royce on 50 Years of Small-Cap Investing on WealthTrack

Chuck Royce was a guest on Consuelo Mack WealthTrack discussing his long-term approach to small-cap investing and a few high-confidence positions.


On 7/7/23, Chuck Royce was the guest on Consuelo Mack WealthTrack for a wide-ranging interview where he talked about his early experiences as an investor, the evolution of his long-term approach, and why he thinks small caps will break out of a lengthy period of underperformance.

Watch the interview.

In discussing his approach, Chuck said that approaching each stock as if he were buying the entire company is key because he invests for the long run. He also mentioned that, while a company’s numbers are crucial, understanding a company’s ecosystem is equally important, so it’s critical that customers, suppliers, and even competitors must be analyzed and contacted to build an investment case.

Watch the interview.

Learn more about Chuck Royce.

Important Disclosure Information

Mr. Royce’s thoughts and opinions concerning the stock market are solely his own and, of course, there can be no assurance with regard to future market movements. No assurance can be given that the past performance trends as outlined above will continue in the future.

The performance data and trends outlined in this presentation are presented for illustrative purposes only. Past performance is no guarantee of future results. Historical market trends are not necessarily indicative of future market movements.

Frank Russell Company (“Russell”) is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a trademark of Frank Russell Company. Neither Russell nor its licensors accept any liability for any errors or omissions in the Russell Indexes and / or Russell ratings or underlying data and no party may rely on any Russell Indexes and / or Russell ratings and / or underlying data contained in this communication. No further distribution of Russell Data is permitted without Russell’s express written consent. Russell does not promote, sponsor or endorse the content of this communication. The Russell 2000 is an unmanaged, capitalization-weighted index of domestic small-cap stocks. It measures the performance of the 2,000 smallest publicly traded U.S. companies in the Russell 3000 index. The Russell 2000 Value and Growth indexes consist of the respective value and growth stocks within the Russell 2000 as determined by Russell Investments. The performance of an index does not represent exactly any particular investment, as you cannot invest directly in an index.

This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money. Smaller-cap stocks may involve considerably more risk than larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.)



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