Robert Bruce

Robert Bruce

Last Update: 02-13-2015

Number of Stocks: 52
Number of New Stocks: 1

Total Value: $362 Mil
Q/Q Turnover: 4%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

Robert Bruce Watch

  • Robert Bruce's Stocks Trading at Low P/E

    Robert Bruce (Trades, Portfolio) is the founder of the Bruce Fund (BRUFX) run by Robert and son, Jeff. From 2000 through 2006, the Bruce Fund had annualized returns of 29.7%. Bruce's previous returns and more recent returns have been lower.


    Bruce invests in stocks -- mostly small- and mid-cap plus the occasional large-cap -- and convertible and distressed bonds. The Bruces tend to hold their stocks for the long-term.

      


  • Robert Bruce's Top Growth Stocks

    Robert Bruce (Trades, Portfolio) is founder of the Bruce Fund (BRUFX) run by Robert and his son, Jeff. From 2000 through 2006, the Bruce Fund returned annualized 29.7%. Bruce's previous returns and more recent returns have been lower. He invests in stocks -- mostly small- and mid-cap plus the occasional large-cap -- and convertible and distressed bonds. The fund tends to hold its stocks for the long-term.


    Web Page: http://www.thebrucefund.com/

      


  • 5-year lows: Titan International Inc, Weight Watchers International Inc, Hugoton Royalty Trust and Dynamic Materials Corp

    According to GuruFocus list of 5-year lows, these Guru stocks have reached their 5-year lows: Titan International Inc (TWI), Weight Watchers International Inc (WTW), Hugoton Royalty Trust (HGT) and Dynamic Materials Corp (BOOM).


    Titan International Inc (TWI) reached $9.29

      


  • 2014 Bruce Fund Inc. Semi-Annual Report to Shareholders

    The Bruce Fund (the “Fund”) shares produced a total return of -3.19% for the six months ended December 31, 2014, compared to a total return of 6.12% for the S&P 500 Index for the same period. Stock markets improved in the period and the Fund lagged most averages for the six month period. The Fund’s negative performance in the period was mainly due to its exposure to the oil & gas industry, seeing significant declines in the related companies common stock, preferred stock and corporate bonds. Other stocks and the government bonds improved during the period.


    We believe that the worldwide economy remains fragile, and is likely to produce weaker than expected activity. With lackluster growth and excessive leverage, the risks are to the downside and we feel caution is still warranted. With asset deflation remaining a risk, a more conservative posture is also warranted. While the consensus feels a more normal like recovery will emerge, we are less certain and don’t mind being out of step with convention.

      


  • David Nierenberg's New Adds

    David Nierenberg (Trades, Portfolio) is the Founder of the D3 Family of Funds, which manages $350 million in four private investment partnerships. Mr. Nierenberg serves on the Washington State Investment Board, which manages $80 billion of public employee retirement funds. He is a graduate of Yale College and Yale Law School.


    His portfolio is composed of 6 Stocks for a total Value of $75 Mil and during the Q4 of 2014 he increased his shares of three companies : Malibu Boats Inc (MBUU), C&J Energy Services Inc. (CJES), Houston Wire & Cable Co. (HWCC).

      


  • Robert Bruce new Buys

    Robert Bruce (Trades, Portfolio) is founder of the Bruce Fund run by Robert and son Jeff. From 2000 through 2006, the Bruce Fund returned annualized 29.7%. Bruce's previous returns and more recent returns have been lower.


    Web Page: http://www.thebrucefund.com/

      


  • Bruce Fund 2014 Management Discussion and Analysis

    The Bruce Fund (the “Fund”) shares produced a total return of 31.64% for the year

    ended June 30, 2014, compared to a total return of 24.61% for the S&P 500 Index for the

    same period. The Government bonds advanced in the period along with gains the Fund’s
      


  • Electrifying Stocks and Bright Ideas - Utilities on a 52-Week Low

    After thousands of attempts, prolific inventor Thomas Edison made his first public demonstration of the incandescent light bulb in 1879. He is quoted as saying, “We will make electricity so cheap that only the rich will burn candles.” Edison’s company, Edison Electric Light Company, was formed in 1878, with a financial boost from the investor gurus of his century, including J.P. Morgan and the Vanderbilts.

    Fast forward 135 years to today, where the GuruFocus special feature 52-week low screener reveals regulated utility sector companies on a 52-week low. Note that Mario Gabelli has made remarkable gains with El Paso Electric Company (EE).  


  • Buffett Ratio Guru Portfolio Analysis - The Portfolio of Robert Bruce Analyzed

    The following is an analysis of the most current portfolio of Robert Bruce. This analysis will use a system that I designed that is based on the ratio that Warren Buffet released to the public in 1986, which he coined “Owner Earnings.” For those new to this type of analysis, I would recommend reading an introduction to my system here.

    My goal is ultimately to analyze the portfolios of each guru highlighted here on GuruFocus, and then to re-analyze them every quarter when possible as changes are made. My purpose in writing these articles is to show the power of Buffett’s ratio in analyzing stocks, ETFs, Mutual Funds and individual portfolios. If one can fill their portfolios with companies that score high using my system and avoid those which fail, one should be able to increase the probability of becoming a successful investor.  


  • Weekly CEO Buys Highlight: CTAS, VRX, TAT, AGEN, MRK

    Last week’s top five stocks that were bought by their CEOs were CTAS, VRX, TAT, AGEN, and MRK. According to GuruFocus Insider Data, these are the largest CEO buys during the past week.  


  • Robert Bruce Top Holdings: American Italian Pasta Company, America Service Group Inc., Amerco, Arena Resources Inc., Kinross Gold Corp., ATP Oil & Gas Corp.

    (GuruFocus, February 11, 2010) Investment Guru Robert Bruce manages a very small fund – the Bruce Fund. The 2009 annual report discloses that the fund has $185 million total assets. The Fund manager manages money quietly. He does not grant media interview, nor does he write column articles for newspaper or magazines.

    Performance

    Performance of the fund, however, is nothing but small. For the past ten years, MorningStar calculates that through 02-11-2010 it had an annualized return of 17.62%, handily beat the market index, and 99% of the other funds in the same category (MorningStar designated “moderate allocation” category). However, 3 and 5-year performances are level impressive, especially during the past three years, it fell behind 59% of the fund in the same category. The Bruce Fund illustrate that 3-year is too short a period to evaluate a fund manager.  


  • Robert Bruce Top Holdings: American Italian Pasta Company, America Service Group Inc., Kinross Gold Corp., Amerco , Arena Resources Inc. , GAINSCO INC

    (GuruFocus, October 2, 2009) Bruce Berkowitz of Fairholme Fund is always very candid when asked about his investment approach and he does not mind commenting on his individual holdings. He runs a concentrated portfolio and the room for error is pretty thin, so by opening himself to the public, he better be familiar to the story behind stocks and ready to defend them. Recently, Berkowitz defended his allocating 41% of his assets on Health Care sector in the midst of a national Health Care reform and the uncertainties coming with the debate.

    While amazed by his confidence, I started to look who else also has a large allocation in Health Care sector and I found Robert Bruce of The Bruce Fund (BRUFX). Robert Bruce manages a lot smaller fund than Berkowitz. His asset under management is about $200 million, only about 1/50 of that of Berkowitz. His performance for the 10 years through 2008 is as follows:  


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