BRUCE & COMPANY . INC. Overview
Bruce & Company . Inc. is an investment advisor that manages 763 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 12/31/20. The fund's latest filing disclosed 487MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 12/31/20. The fund's latest filing disclosed 487MM in positions, representing 64% of the manager's regulatory AUM.
BRUCE & COMPANY . INC. StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BRUCE & COMPANY . INC. Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| UHAL | 12.19% | Industrials | 34.07% | 2.68% | 5 | 5% | ||
| NEE | 8.98% | Utilities | 4.47% | -0.24% | 0 | 20% | ||
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FEATURED IN
BRUCE & COMPANY . INC. Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Robert B. Bruce | President, Chief Compliance Officer | August-1974 |
| Robert J. Bruce | Secretary | April-1983 |
BRUCE & COMPANY . INC. Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BRUCE & COMPANY . INC. Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recogn...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking
at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in an attempt to recogn...
Unlock Full Investment Process Description
BRUCE & COMPANY . INC. Portfolio Concentration
BRUCE & COMPANY . INC. Location
20 N. WACKER DRIVE STE 2414
CHICAGO, Illinois
UNITED STATES, 60606
CHICAGO, Illinois
UNITED STATES, 60606
BRUCE & COMPANY . INC. Contact Information
Phone Number: 312-236-9160
Fax Number: 312-236-9161
Website: null
Fax Number: 312-236-9161
Website: null
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Disclaimer
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