Robert Bruce Portfolio
Invests via Robert Jeffrey Bruce is VP/Secretary at Bruce & Co Inc. | Managed by R. Jeffrey Bruce
Invests via Robert Jeffrey Bruce is VP/Secretary at Bruce & Co Inc.
Managed by R. Jeffrey Bruce
Automatically Tracked
Robert Bruce Profile
Based in London, Robert Bruce is a private equity operating partner with a track record of scaling technology-enabled services across Europe and North America. He combines operator experience in SaaS and business process outsourcing with buyout and growth-capital investing, advising portfolio companies on go-to-market, margin expansion and add-on M&A. Prior roles include senior operating and strategy positions at corporate acquirers and PE-backed firms.
Based in London, Robert Bruce is a private equity operating partner with a track record of scaling technology-enabled services across Europe and North America. He combines operator experience in SaaS and business process outsourcing with buyout and growth-capital investing, advising portfolio companies on go-to-market, margin expansion and add-on M&A. Prior roles include senior operating and strategy positions at corporate acquirers and PE-backed firms.
Investment Philosophy & Strategy
Operator-led investor focusing on scaling technology-enabled services through active operational involvement, go-to-market acceleration and margin improvement. Prefers growth and buyout situations where hands-on strategy, pricing and commercial execution unlock value; emphasizes platform build via disciplined add-on M&A and SaaS monetization. Capital allocation favors concentrated, control or control-like positions with medium-term horizons and measurable KPIs. Risk management blends operational KPIs, staged investment tranches and close board-level governance.
Operator-led investor focusing on scaling technology-enabled services through active operational involvement, go-to-market acceleration and margin improvement. Prefers growth and buyout situations where hands-on strategy, pricing and commercial execution unlock value; emphasizes platform build via disciplined add-on M&A and SaaS monetization. Capital allocation favors concentrated, control or control-like positions with medium-term horizons and measurable KPIs. Risk management blends operational KPIs, staged investment tranches and close board-level governance.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
46.43%
Gain -2.17%
Monthly
0.72%
Yearly
9.04%
Drawdown
33.55%
$375.63M
Equity
Holdings
$375.63M
Investment
$217.88M
$456.95M
Profit -$6.88M
Realized
$299.2M
Unrealized
$157.75M
Dividends
$97.1M
Goals
Avg. 79.75% completed goals
Yearly
Loss < $50M 2026
Yearly
Loss < 18% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.17%
Profit
-$6.88M
Win %
85%
This Week
Compared To Last Week
Gain
-1.8%
Profit
-$6.88M
Win %
85%
This Month
Compared to last month
Gain
0.58%
Profit
$2.16M
Win %
85%
This Year
Compared to last year
Gain
1.72%
Profit
$6.38M
Win %
87%
CC Chemours Co.
+3.87%
+$147,500 
VICR Vicor Corporation
+3.57%
+$388,800.48 
KOD Kodiak Sciences Inc.
+3.43%
+$198,650 
VG Venture Global Inc.
+3.32%
+$45,000 
MNKD MannKind Corporation
+3.22%
+$23,408.76 
NEM Newmont Corporation
+3.12%
+$356,500 
FOCL EDAP TMS S.A. American Depositary Shares
+2.81%
+$57,024.76 
SUPN Supernus Pharmaceuticals Inc.
+2.37%
+$168,000 
AER AerCap Holdings N.V.
+2.19%
+$603,100 
LYB LyondellBasell Industries N.V.
+2.18%
+$81,600 
FATE Fate Therapeutics Inc.
+1.98%
+$49,459.4 
DAR Darling Ingredients Inc.
+1.98%
+$136,500.11 
AVA Avista Corp.
+1.29%
+$100,000 
VTRS Viatris Inc.
+1.28%
+$11,827.62 
T AT&T Inc.
+1.22%
+$155,400 
BG Bunge Global S.A.
+0.85%
+$67,200 
CMS CMS Energy Corporation
+0.85%
+$91,800 
ASH Ashland Inc.
+0.49%
+$5,400 
UHAL-B U-Haul Holding Company
+0.4%
+$108,420 
ADM Archer-Daniels-Midland Co
+0.38%
+$30,500 
ALL Allstate Corporation
+0.34%
+$109,023.77 
UHAL U-Haul Holding Company
+0.28%
+$15,246 
XEL Xcel Energy Inc.
+0.24%
+$34,675 
MRK Merck & Co., Inc.
+0.22%
+$57,241.91 
AAPL Apple Inc.
+0.22%
+$24,723 
WEC WEC Energy Group Inc.
+0.22%
+$946.8 
APOG Apogee Enterprises Inc.
+0.02%
+$500 FPL
FPL
0%
$0 VRX
VRX
0%
$0 SIRI
SIRI
0%
$0 
BBNX Beta Bionics Inc.
-2.82%
-$339,507 
PSNL Personalis Inc.
-2.63%
-$88,540 
LLY Eli Lilly and Company
-2.35%
-$56,740 
CRBU Caribou Biosciences, Inc.
-1.86%
-$7,500 
MASS 908 Devices Inc.
-0.99%
-$6,828.6 
ABBV AbbVie Inc.
-0.55%
-$165,771.21 
DUK Duke Energy Corporation
-0.46%
-$82,545.12 
IIIN Insteel Industries Inc.
-0.43%
-$48,079.22 
RLI RLI Corp.
-0.34%
-$8,800 
PFE Pfizer Inc.
-0.06%
-$4,023 
ABT Abbott Laboratories
-0.02%
-$2,807.5 Events
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Dividends
Dividend Analysis
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| Trades 1222 | Longs Won 753/1222 61% | Profit Factor 2.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $942,962.36 | Best Trade (Dec 31) $32.74M | Sharpe Ratio -141.25 |
| Average Loss -$539,425.88 | Worst Trade (Mar 30) -$9.06M | Z-Score -1.85 (95.46%) |
| Commissions $0 | Avg. Trade Length 4y 6m 1w 5d | Expectancy $373,936.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 696 | 627 | 557 | 487 | 418 | 348 | 279 | 209 | 139 | 70 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 36,900 | $2.5M | $11.29M | - | $8.79M | 351.07% | +0.219% |
| ABBV AbbVie Inc. | 121,000 | $14.05M | $30.18M | - | $16.13M | 114.76% | -0.546% |
| ABT Abbott Laboratories | 112,300 | $5.03M | $12.49M | - | $7.47M | 148.58% | -0.022% |
| ADM Archer-Daniels-Midland Co | 100,000 | $6.13M | $8.05M | - | $1.92M | 31.3% | +0.381% |
| AER AerCap Holdings N.V. | 185,000 | $17.92M | $28.2M | - | $10.29M | 57.4% | +2.185% |
| ALL Allstate Corporation | 122,500 | $7.73M | $32.02M | - | $24.29M | 314.37% | +0.342% |
| APOG Apogee Enterprises Inc. | 50,000 | $1.68M | $2.13M | - | $452,000 | 26.95% | +0.023% |
| ASH Ashland Inc. | 15,000 | $545,115 | $1.11M | - | $560,535 | 102.83% | +0.491% |
| AVA Avista Corp. | 200,000 | $6.44M | $7.83M | - | $1.39M | 21.54% | +1.294% |
| BBNX Beta Bionics Inc. | 665,700 | $7.47M | $11.7M | - | $4.22M | 56.51% | -2.821% |
| BG Bunge Global S.A. | 70,000 | $7M | $7.96M | - | $958,300 | 13.69% | +0.852% |
| CC Chemours Co. | 250,000 | $3.28M | $3.96M | - | $684,000 | 20.86% | +3.866% |
| CMS CMS Energy Corporation | 153,000 | $5.61M | $10.88M | - | $5.27M | 93.81% | +0.851% |
| CRBU Caribou Biosciences, Inc. | 250,000 | $854,500 | $395,000 | - | -$459,500 | -53.77% | -1.863% |
| DAR Darling Ingredients Inc. | 105,000 | $4.55M | $7.04M | - | $2.49M | 54.6% | +1.977% |
| DUK Duke Energy Corporation | 144,816 | $10.4M | $17.95M | - | $7.54M | 72.47% | -0.458% |
| FATE Fate Therapeutics Inc. | 989,188 | $1.96M | $2.54M | - | $577,781.39 | 29.41% | +1.984% |
| FOCL EDAP TMS S.A. American Depositary Shares | 438,652 | $850,968.52 | $2.09M | - | $1.24M | 145.37% | +2.808% |
| FPL FPL | 294,300 | $22.45M | $22.7M | - | $251,664.4 | 1.12% | 0.0 |
| IIIN Insteel Industries Inc. | 343,423 | $9.2M | $11.2M | - | $2M | 21.76% | -0.427% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Robert Bruce?
The largest contributions to the portfolio's profits come from the following stocks: U-Haul Holding Company - $103.45M, AbbVie Inc - $42.08M, Apple Inc - $35.82M, Allstate Corporation - $33.57M, and Abbott Laboratories - $24.05M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: VRX - $13.53M, 00208J702 - $12.06M, 927624AA4 - $10.5M, 29257MAD2 - $9.45M, and CPNLQ - $9.06M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Bruce's portfolio generate?
The portfolio generates substantial dividend income, with a total of $97.1M earned over time. The largest contributors to dividend income include AbbVie Inc - $12.48M, Duke Energy Corporation - $11.8M, Pfizer Inc - $9.73M, Merck & Co., Inc - $9.7M, and Allstate Corporation - $8.3M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Bruce's monthly returns?
Robert Bruce's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Robert Bruce's strategy be considered aggressive or moderate?
Robert Bruce's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Robert Bruce's strategy?
Robert Bruce's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
