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:
-10.85%
Gain
Monthly
0.53%
Yearly
6.55%
Drawdown
37.87%
$370.13M
Equity
Holdings
$370.13M
Investment
$216.9M
$444.36M
Profit -$993,041.12
Realized
$291.14M
Unrealized
$153.22M
Dividends
$96.03M
Goals
Avg. 91% completed goals
Yearly
Loss < $50M 2026
Yearly
Loss < 18% 2026
Yearly
Gain > 9% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$993,041.12
Win %
83%
This Week
Compared To Last Week
Gain
-2.05%
Profit
-$7.76M
Win %
83%
This Month
Compared to last month
Gain
-2%
Profit
-$7.54M
Win %
83%
This Year
Compared to last year
Gain
5.79%
Profit
$20.26M
Win %
84%
AAPL Apple Inc.
+3.84%
+$470,106.89 
MNKD MannKind Corporation
+2.32%
+$17,556.57 
MRK Merck & Co., Inc.
+2.22%
+$516,704 
PFE Pfizer Inc.
+2.14%
+$141,388 
ASH Ashland Inc.
+1.63%
+$16,350 
BBNX Beta Bionics Inc.
+1.63%
+$151,442.5 
APOG Apogee Enterprises Inc.
+1.48%
+$28,500 
UHAL-B U-Haul Holding Company
+1.36%
+$370,640 
UHAL U-Haul Holding Company
+1.2%
+$60,967.5 
ABBV AbbVie Inc.
+0.96%
+$287,875 
PSNL Personalis Inc.
+0.91%
+$31,688 
SUPN Supernus Pharmaceuticals Inc.
+0.77%
+$36,050 
T AT&T Inc.
+0.73%
+$81,065 
VTRS Viatris Inc.
+0.67%
+$6,410.69 
FOCL EDAP TMS S.A. American Depositary Shares
+0.65%
+$15,308.95 
ABT Abbott Laboratories
+0.34%
+$34,140 
AER AerCap Holdings N.V.
+0.24%
+$66,060 
AVA Avista Corp.
+0.02%
+$2,015 
FPL
0%
$0 
SIRI
0%
$0 
VRX
0%
$0 
KOD Kodiak Sciences Inc.
-5.56%
-$348,725 
VICR Vicor Corporation
-5.29%
-$908,699.35 
ALL Allstate Corporation
-3.64%
-$1.14M 
CC Chemours Co.
-2.87%
-$133,750 
FATE Fate Therapeutics Inc.
-2.34%
-$55,243.16 
CRBU Caribou Biosciences, Inc.
-2.29%
-$10,000 
VG Venture Global Inc.
-2.08%
-$27,500 
RLI RLI Corp.
-1.93%
-$47,328 
DAR Darling Ingredients Inc.
-1.93%
-$126,140 
LYB LyondellBasell Industries N.V.
-1.49%
-$52,500 
IIIN Insteel Industries Inc.
-1.18%
-$120,198.05 
BG Bunge Global S.A.
-1.17%
-$95,200 
MASS 908 Devices Inc.
-1.1%
-$6,145.74 
NEM Newmont Corporation
-0.89%
-$84,500 
LLY Eli Lilly and Company
-0.8%
-$18,319.02 
WEC WEC Energy Group Inc.
-0.71%
-$3,234.9 
ADM Archer-Daniels-Midland Co
-0.61%
-$50,500 
DUK Duke Energy Corporation
-0.57%
-$104,258.44 
CMS CMS Energy Corporation
-0.41%
-$48,360 
XEL Xcel Energy Inc.
-0.35%
-$51,641.55 Events
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Dividends
Dividend Analysis
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| Trades 1200 | Longs Won 730/1200 60% | Profit Factor 2.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.9M |
| Average Win $956,018.33 | Best Trade (Dec 31) $32.74M | Sharpe Ratio -139.58 |
| Average Loss -$539,427.37 | Worst Trade (Mar 30) -$9.06M | Z-Score -6.81 (100%) |
| Commissions $0 | Avg. Trade Length 4y 5m 3w | Expectancy $370,302.1 |
| 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 | 686 | 618 | 549 | 480 | 412 | 343 | 275 | 206 | 137 | 69 |
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Returns
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Option values are updated at end of day.
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