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 09/30/16. The fund's latest filing disclosed 323MM in positions, representing 42% of the manager's regulatory AUM.

BRUCE & COMPANY . INC. StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BRUCE & COMPANY . INC. Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UHAL 19.35% Industrials 8.57% 0.41% 2 4%
NEE 9.1% Utilities -5.26% -0.08% 0 16%
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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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BRUCE & COMPANY . INC. Portfolio Concentration

BRUCE & COMPANY . INC. Location

20 N. WACKER DRIVE STE 2414
CHICAGO, Illinois
UNITED STATES, 60606

BRUCE & COMPANY . INC. Contact Information

Phone Number: 312-236-9160
Fax Number: 312-236-9161
Website:

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