Bruce & Co (Robert Bruce)

Bruce & Co (Robert Bruce) has filed 13F reports from Q2 2013 through Q4 2025. The portfolio has returned 4.7% annualized over five years, with 14.9% volatility and a maximum drawdown of 47.3%. Across all filing periods, 0.0% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.