Robert Bruce
Robert Bruce
13F
Bruce & Co.
Last update 2022-11-15 30 Stocks (1 new)
Value $342.00 Mil Turnover 3 %
Portfolio Report

Robert Bruce Profile

Robert Bruce is the founder of Bruce & Co, the investment firm that serves as the advisor to the Bruce Fund (BRUFX). The Bruce Fund is run by Robert Bruce and his son, Robert Jeffrey Bruce. The Fund focuses primarily on common stock investments, though it also invests in high-yield and distressed debt. It may invest in some long-term U.S. government securities if the managers cannot find attractive opportunities elsewhere.

Robert Bruce Investing Philosophy

The Fund invests mostly in small- and mid-cap stocks, with the occasional large-cap, as well as convertible and distressed bonds. The Bruces tend to hold their stocks for the long-term, generally preferring the securities of distressed companies that are trading at a significant discount but which they believe can make a turnaround.
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Robert Bruce Total Holding History ($B)

Robert Bruce's Asset Allocation

Robert Bruce Past Portfolios

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Robert Bruce's Hypothetical Growth since 2022-09-30

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