Bruce & Co. Current Portfolio, 13F Holdings (2024-08-09)

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	Robert Bruce 13F
	Bruce & Co.

	Last update 2024-08-09	38 Stocks (1 new)
	Value $299.00 Mil	Turnover 7 %
	Countries: Top Holdings: UHAL.B(10.89%)MRK(9.29%)ABBV(9.26%)NEE(7.89%)ALL(6.96%) 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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