Sample Reports: Royce Portfolios

 

This example analyses the risk profile of the 120 largest positions in the portfolios of TheRoyceFunds, a mutual fund company with $30 billion under management founded by Chuck Royce 1972. The analysis includes:

  • A risk/reward comparison versus the 6,265 companies in our database.
  • A Master spreadsheet including financial statistics on performance and value. Embedded in each company name on that spreadsheet is a link to a six page report on each company’s financial statement trends. You can access all of these by double clicking on the large spreadsheet image below, and then clicking on any company name. You can also scroll down to see two examples. One example is of the company with the most favorable risk/reward characteristics of the one hundred and twenty, and another a company with the least according to our analysis.

Comparison Versus All Public Companies

The Master Spreadsheet. Each company name contains a link to a six page report detailing that company’s financial statement trends. Click on the spreadsheet image to access a readable version.

Example Six Page Reports: The Best And The Worst

Raven Industries (RAVN), the Royce position with the most favorable risk/reward potential. Click on the image below to access a readable version.

Wesco Aircraft Holdings (WAIR), the company with the least favorable risk/reward ratio, according to our analysis. Click on the image below to access a readable version.

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