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 06/30/19. The fund's latest filing disclosed 566MM in positions, representing 96% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/19. The fund's latest filing disclosed 566MM in positions, representing 96% of the manager's regulatory AUM.
BRUNI J V & COMPANY StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
BRUNI J V & COMPANY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| BAM | 10.01% | Financials | 12.13% | 1.14% | 1 | 8% | ||
| RDN | 9.38% | Financials | 1.62% | 0.06% | 1 | 7% | ||
|
Unlock Positions and Returns Details |
||||||||
FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
BRUNI J V & COMPANY Portfolio Concentration
BRUNI J V & COMPANY Location
1528 N TEJON STREET
COLORADO SPRINGS, Colorado
UNITED STATES, 80907-7439
COLORADO SPRINGS, Colorado
UNITED STATES, 80907-7439
BRUNI J V & COMPANY Contact Information
Phone Number: 719-575-9880
Fax Number: 719-575-9920
Website: http://www.jvbruni.com
Fax Number: 719-575-9920
Website: http://www.jvbruni.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here