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:
27.12%
Gain -0.79%
Monthly
0.4%
Yearly
4.95%
Drawdown
11.56%
$345.51M
Equity
Holdings
$345.51M
Investment
$211.51M
$417.23M
Profit -$3.8M
Realized
$283.23M
Unrealized
$134M
Dividends
$95.22M
Goals
Avg. 54.67% completed goals
Yearly
Loss < $50M 2026
Yearly
Loss < 18% 2026
Yearly
Gain > 9% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$3.8M
Win %
81%
This Week
Compared To Last Week
Gain
-1.72%
Profit
-$6.04M
Win %
81%
This Month
Compared to last month
Gain
-1.72%
Profit
-$6.04M
Win %
81%
This Year
Compared to last year
Gain
-3.11%
Profit
-$9.68M
Win %
81%
DAR Darling Ingredients Inc.
+2%
+$128,260 
ADM Archer-Daniels-Midland Co
+2%
+$165,000 
KOD Kodiak Sciences Inc.
+1.97%
+$94,975 
BG Bunge Global S.A.
+1.77%
+$160,300 
LLY Eli Lilly and Company
+1.76%
+$37,440 
ABBV AbbVie Inc.
+0.78%
+$204,576.23 
AER AerCap Holdings N.V.
+0.3%
+$73,033 
IIIN Insteel Industries Inc.
+0.28%
+$27,473.84 
ABT Abbott Laboratories
+0.06%
+$6,259 
DUK Duke Energy Corporation
0%
$0 
FPL
0%
$0 
SIRI
0%
$0 
VG
0%
$0 
VRX
0%
$0 
FATE Fate Therapeutics Inc.
-14.78%
-$299,812.52 
CRBU Caribou Biosciences, Inc.
-13.79%
-$80,000 
T AT&T Inc.
-4.38%
-$564,840 
PSNL Personalis Inc.
-3.23%
-$83,880 
APOG Apogee Enterprises Inc.
-3.21%
-$62,000 
CC Chemours Co.
-2.71%
-$157,500 
BBNX Beta Bionics Inc.
-2.66%
-$187,238 
MASS 908 Devices Inc.
-2.15%
-$12,974.34 
UHAL-B U-Haul Holding Company
-2.07%
-$470,080 
MNKD MannKind Corporation
-2.04%
-$13,655.11 
UHAL U-Haul Holding Company
-1.96%
-$81,290 
NEM Newmont Corporation
-1.84%
-$201,700 
AVA Avista Corp.
-1.84%
-$155,155 
RLI RLI Corp.
-1.71%
-$35,496 
AAPL Apple Inc.
-1.57%
-$192,166 
ASH Ashland Inc.
-0.99%
-$8,550 
VTRS Viatris Inc.
-0.83%
-$7,576.27 
PFE Pfizer Inc.
-0.76%
-$53,020.5 
VICR Vicor Corporation
-0.74%
-$160,550 
MRK Merck & Co., Inc.
-0.73%
-$163,880 
XEL Xcel Energy Inc.
-0.62%
-$88,560 
ALL Allstate Corporation
-0.53%
-$140,560 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.53%
-$18,720 
EDAP Edap Tms S.A.
-0.52%
-$10,966.3 
WEC WEC Energy Group Inc.
-0.14%
-$591.75 
SUPN Supernus Pharmaceuticals Inc.
-0.08%
-$3,500 
LYB LyondellBasell Industries N.V.
-0.01%
-$600 Events
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Dividends
Dividend Analysis
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| Trades 1186 | Longs Won 700/1186 59% | Profit Factor 2.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.88M |
| Average Win $965,872.56 | Best Trade (Dec 31) $32.74M | Sharpe Ratio -10.4 |
| Average Loss -$532,672.56 | Worst Trade (Mar 30) -$9.06M | Z-Score -7.88 (100%) |
| Commissions $0 | Avg. Trade Length 4y 6m 1d | Expectancy $351,797.58 |
| 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% | 0.07% |
| Consecutive Losing Trades | 649 | 584 | 519 | 454 | 389 | 324 | 259 | 195 | 130 | 65 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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