Robert Bruce

Robert Bruce

Last Update: 08-14-2018

Number of Stocks: 38
Number of New Stocks: 1

Total Value: $462 Mil
Q/Q Turnover: 2%

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

Robert Bruce' s Profile & Performance

Profile

Robert Bruce is Founder of the Bruce Fund (BRUFX) 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/

Investing Philosophy

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

Total Holding History

Performance of Bruce Fund

YearReturn (%)S&P500 (%)Excess Gain (%)
201712.4621.71-9.2
20164.0611.99-7.9
20152.91.241.7
3-Year Cumulative20.4 (6.4%/year)38 (11.3%/year)-17.6 (-4.9%/year)
201413.6813.470.2
201318.9532.3-13.3
5-Year Cumulative62.8 (10.2%/year)107.2 (15.7%/year)-44.4 (-5.5%/year)
20127.8615.99-8.1
20117.241.95.3
201023.9615.058.9
200932.2626.355.9
2008-27.27-36.799.5
10-Year Cumulative124.6 (8.4%/year)125 (8.4%/year)-0.4 (0%/year)
2007-5.135.14-10.3
200617.7215.851.9
20057.694.832.9
200457.1910.746.5
200366.8228.1938.6
15-Year Cumulative608.3 (13.9%/year)307.7 (9.8%/year)300.6 (4.1%/year)
20029.23-21.5830.8
200122.48-11.7634.2
200038.64-9.7548.4
1999-19.7820.4-40.2
1998-6.0228.7-34.7
20-Year Cumulative890.4 (12.1%/year)294.5 (7.1%/year)595.9 (5%/year)
199730.2433.47-3.2
1996-2.3222.49-24.8
199564.7738.0426.7
1994-16.080.4-16.5
199319.4410.089.4
25-Year Cumulative1981 (12.9%/year)883.9 (9.6%/year)1097.1 (3.3%/year)
199210.637.623.0
19911.4230.47-29.0
1990-1.07-3.12.0
198915.6631.69-16.0
198812.8916.61-3.7
30-Year Cumulative2916 (12%/year)1955.8 (10.6%/year)960.2 (1.4%/year)
1987-18.095.1-23.2
198629.6318.611.0
198538.7231.67.1
19846.236.10.1

Top Ranked Articles

The Bruce Fund Bets on Botox and Steel Robert Bruce piles up on Allergan and manufacturer of steel wire products
Robert Bruce (Trades, Portfolio)’s Chicago-based investment fund, Bruce & Co., boosted its stake in Botox maker Allergan as the company begins multimillion-dollar cost cuts, including an elimination of 1,000 jobs. Read more...
The Bruce Fund Buys Buffett’s Apple in 1st Quarter Also boosts positions in several companies, including IBM and Valeant
Robert Bruce (Trades, Portfolio)’s firm, Bruce & Co., disclosed on Tuesday that it established a position in Apple Inc. (NASDAQ:AAPL) and boosted its position in several companies during the first quarter, including International Business Machines Corp. (NYSE:IBM) and Valeant Pharmaceuticals International Inc. (VRX). Read more...
Robert Bruce Exits Calpine, Agenus Guru's largest sales of 1st quarter
Robert Bruce (Trades, Portfolio), founder of investment firm Bruce & Co., sold shares of the following stocks in the first quarter. Read more...
» More Robert Bruce Articles

Commentaries and Stories

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Robert Bruce Exits Calpine, Agenus Guru's largest sales of 1st quarter Robert Bruce - Robert Bruce Exits Calpine, Agenus
Robert Bruce (Trades, Portfolio), founder of investment firm Bruce & Co., sold shares of the following stocks in the first quarter. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

The Bruce Fund Buys Buffett’s Apple in 1st Quarter Also boosts positions in several companies, including IBM and Valeant Robert Bruce - The Bruce Fund Buys Buffett’s Apple In 1st Quarter
Robert Bruce (Trades, Portfolio)’s firm, Bruce & Co., disclosed on Tuesday that it established a position in Apple Inc. (NASDAQ:AAPL) and boosted its position in several companies during the first quarter, including International Business Machines Corp. (NYSE:IBM) and Valeant Pharmaceuticals International Inc. (VRX). More...

ROBERT BRUCE, WARREN BUFFETT, HEALTH CARE


  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

The Bruce Fund Bets on Botox and Steel Robert Bruce piles up on Allergan and manufacturer of steel wire products Robert Bruce - The Bruce Fund Bets On Botox And Steel
Robert Bruce (Trades, Portfolio)’s Chicago-based investment fund, Bruce & Co., boosted its stake in Botox maker Allergan as the company begins multimillion-dollar cost cuts, including an elimination of 1,000 jobs. More...

BOTOX, FACIAL FILLERS, STEEL, VALEANT, BRUCE,


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Robert Bruce Invests in Valvoline, 2 Pharmaceutical Companies The guru exited 2 other positions in 2nd quarter Robert Bruce - Robert Bruce Invests In Valvoline, 2 Pharmaceutical Companies
Robert Bruce (Trades, Portfolio)’s Bruce Fund gained three new positions during the second quarter and exited two others. More...

BRUCE, 2Q, BUYS, SELLS, TRADES


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Robert Bruce Buys General Motors, Allergan, IBM An overview of the guru's 1st-quarter trades Robert Bruce - Robert Bruce Buys General Motors, Allergan, IBM
Robert Bruce (Trades, Portfolio) founded Bruce & Co. During the first quarter, the guru traded the following stocks: More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Robert Bruce Invests in Allergan in 2nd Quarter Guru made fewest quarterly transactions in more than a year Robert Bruce - Robert Bruce Invests In Allergan In 2nd Quarter
Robert Bruce (Trades, Portfolio) of Bruce & Co. made transactions in five stocks in the second quarter, his fewest in more than a year, but the guru’s activity included deals in some well-known stocks, such as pharmaceutical company Allergan PLC (NYSE:AGN) and Amerco Inc. (NASDAQ:UHAL), the company that owns U-Haul. More...

BRUCE, TRADES


  • Currently 5.00/5

Rating: 5.0/5 (2 votes)

Stocks Gurus Are Buying and None Are Selling Some gurus have a consensus about certain companies Lee Ainslie,Robert Bruce - Stocks Gurus Are Buying And None Are Selling
The most-bought guru stocks each quarter are invariably also sold by other gurus, revealing at least a minority difference of opinion about even the most popular stocks. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Guru Stocks at 52-Week Lows Philippine Long Distance, Pepco Holdings, Fibria Celulose, Manchester United, Phibro Animal Health tumble Ken Fisher,Robert Bruce,Mario Gabelli,Ron Baron,Jo - Guru Stocks At 52-Week Lows
According to GuruFocus' list of 52-week lows, these guru stocks have reached their 52-week lows. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Weekly CEO Buys Highlights Agenus, JCPenney, Intrepid Potash, Opko Health, Seneca top list Robert Bruce,Mario Gabelli,First Eagle Investment, - Weekly CEO Buys Highlights
According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below: More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

Robert Bruce Adds to Energy Holdings in 4th Quarter Guru boosts stakes in NextEra, Duke Energy and Xcel Energy Robert Bruce - Robert Bruce Adds To Energy Holdings In 4th Quarter
The Energy sector and energy stocks have been hot topics of conversation for more than a year, and some investors have exited the sector, but guru Robert Bruce (Trades, Portfolio), founder of the Bruce Fund, added to six existing stakes in the fourth quarter – all energy holdings. More...

  • Currently 5.00/5

Rating: 5.0/5 (1 vote)

2015 Bruce Fund Semi-Annual Management Discussion Robert Bruce's fund released their 4th quarter analysis Robert Bruce - 2015 Bruce Fund Semi-Annual Management Discussion
Management’s Discussion and Analysis (Unaudited) More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Robert Bruce Raises Stakes in Energy Companies Guru reduces holdings in Amerco, Supernus, RLI, sells stake in Hospira Robert Bruce - Robert Bruce Raises Stakes In Energy Companies
As it was in the second quarter, Robert Bruce (Trades, Portfolio)’s primary transactions in the third quarter involved stocks in the energy sector. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Energy Sector Dominates Robert Bruce's Second-Quarter Activity Robert Bruce - Energy Sector Dominates Robert Bruce's Second-Quarter Activity
Robert Bruce (Trades, Portfolio) and his son Jeff run the Bruce Fund, where they had annualized returns of nearly 30% between 2000 and 2006. More recent returns have been more modest, but they have remained in positive territory – 13.68% last year, 18.95% in 2013, 7.86% in 2012. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Robert Bruce Sells One Stake, Buys Two New Ones Robert Bruce - Robert Bruce Sells One Stake, Buys Two New Ones
Robert Bruce (Trades, Portfolio)’s Bruce Fund enjoyed remarkable success in the first few years of the 21st century with annualized returns of nearly 30%. Returns have been more modest – yet still impressive – in recent years. In 2014, returns were 13.68%; they were 18.95% the year before. More...

Robert Bruce


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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. More...

Robert Bruce


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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. More...

Robert Bruce


  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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 (NYSE:TWI), Weight Watchers International Inc (NYSE:WTW), Hugoton Royalty Trust (HGT) and Dynamic Materials Corp (NASDAQ:BOOM). More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

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. More...

  • Currently 0.00/5

Rating: 0.0/5 (0 votes)

Bruce Fund 2014 Management Discussion and Analysis
The Bruce Fund (the “Fund”) shares produced a total return of 31.64% for the year More...

Add Notes, Comments

If you want to ask a question or report a bug, please create a support ticket.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK