More Turnaround Letter People

Bruce W. Kaser, CFA 

Bruce brings to The Turnaround Letter over 25 years of equity investing experience managing institutional portfolios, mutual funds and private client accounts. He has led two successful investment platform turnarounds, co-founded an investment management firm and was principal of a $3 billion (AUM) employee-owned investment management company.

Previously he was Portfolio Manager with Boston-based Ironwood Investment Management where he managed the Ironwood Event-Driven Small/Midcap Value strategy, an innovative long-only, low-turnover equity strategy that he co-founded, focusing on event-driven companies at the intersection of depressed share prices and pending new prosperity. Prior to Ironwood, Bruce was Vice President and Senior Portfolio Manager with RBC Global Asset Management where he co-managed their $1.0 billion value/core equity platform. He joined RBC when they acquired Freedom Capital Management, where he was a principal and led the turnaround of their $800 million value/core equity platform.

Previous experience also includes Vice President and Portfolio Manager with Loomis Sayles where he turned around and lead-managed a $250 million institutional and private client equity strategy, and was a member of the six-person nationwide committee selecting stocks for the $3.5 billion Private Client program.

Bruce has been quoted in The New York Times, The Gartman Letter, The Wall Street Transcript and in web articles by Fox Business, US News & World Report and Interactive Brokers. Originally from Ohio, Bruce is a graduate of the University of Chicago Booth School of Business, where he earned the MBA in Finance and International Business and received the Bachelor of Science in Finance with Honors from Miami University (Ohio). He is a CFA charterholder. 

Bruce maintains an active volunteer schedule with the Cub Scouts, the Boy Scouts and the Lexington Little League baseball program and helps train English teachers in El Salvador. A frontier/emerging nation travel enthusiast, he has visited over 28 countries. A veteran Chicago Cubs baseball fan, Bruce is thrilled with their first World Series title in over a century.

Meet George Putnam, III

Learn George Putnam's Turnaround Secrets

Free Report: Top 10 Turnaround Stocks

Turnaround Investing Blog

Turnaround Investing Blog

The Inside Track on Insider Buying

Steve Cohen, the high profile hedge fund manager, narrowly escaped a prison sentence for trading on insider information. Yet cable billionaire John Malone’s recent insider buying of $16 million of Liberty Global shares, where he is Chairman of the Board and clearly knows a lot of non-public information, is perfectly legal and may be a valuable signal to investors. Can both be possible at the same time? The not-so-simple answer: yes, and no. Read More.

Market-Beating Profit: The 200+ Club

Turnaround stocks present a unique opportunity for savvy investors to buy in at bargain prices. Take a look at this list of just a few of our purchase recommendations that have realized a return rate of 200% or better:

Value Investing Stock Profit

* Bristow remains in our active portfolio (currently as a Hold), and 1,390% gain is as of 7/19/17.

Five Struggling Stocks That Will Turn Around

 

stock market advicex

 

Kiplinger points out that despite the post-election stock market surge, not all stocks have benefited from the uptick: "More than 100 issues in the S&P 500 have fallen in price this year, including dozens that have slumped by more than 10%....Yet these stocks won’t all stay in the dumps forever. Some will mount a comeback in 2017, making it an opportune time to try to identify the best candidates."

 

Quoting George Putnam, Kiplinger details five value opportunities for the new year.

 

Learn more about Putnam's investing success with turnaround stocks.