BRUNI J V & COMPANY Overview

Bruni J V & Company is an investment advisor that manages 589.2 MM dollars in regulatory AUM and has 5 employees, of which 3 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 518MM in positions, representing 88% of the manager's regulatory AUM.

BRUNI J V & COMPANY StockAlpha

-1.7%
Top 25%
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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

BRUNI J V & COMPANY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BAM 7.69% Financials -6.97% -1.86% 1 6%
RDN 6.24% Financials 10.72% -0.42% 1 4%
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FEATURED IN
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BRUNI J V & COMPANY Founders and Key Employees

Name Title In Position Since
Jerome V. Bruni President,Treasurer,Director,Portfolio Manager, Chief Compliance Officer June-1992
Pamela S. Bruni Secretary June-1992
John R. Brock Vice President November-2004
Sarah F. Roach Vice President November-2004

BRUNI J V & COMPANY Brokers, Custodians, Auditors and Administrators

Type Company

BRUNI J V & COMPANY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Method of Analysis. Corporate equities (stocks) represent the largest category of assets in which we have invested client assets. Our primary research for equities is based on fundamental and qualitative analysis of important characteristics of companies, such as:

 industry and company growth outlook;

 the strength of a company’s competitive position;

 quality and “shareholder-friendliness” of corporate management;

 stock price relative to per-share values of earnings, cash flow, dividends, book value, replacement value, etc.;

 company financial soundness;

 the strength of a company’s research and development process;

 corporate profitability;

 a company’s sources and uses of cash;

 management and other “insider” holdings, purchases and sales;

 management...
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BRUNI J V & COMPANY Portfolio Concentration

BRUNI J V & COMPANY Location

1528 N TEJON STREET
COLORADO SPRINGS, Colorado
UNITED STATES, 80907-7439

BRUNI J V & COMPANY Contact Information

Phone Number: 719-575-9880
Fax Number: 719-575-9920
Website:

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