Bruce W. Kaser, CFA
Head of Equity Research
Bruce Kaser has over 25 years of value 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. Prior to New Generation Research, he led the Event-Driven Small/Midcap strategy for Ironwood Investment Management, and was Senior Portfolio Manager with RBC Global Asset Management and its predecessor where he co-managed the $1.0 billion value/core equity platform for over a decade. He earned the MBA degree, in Finance and International Business, from the University of Chicago and Bachelor of Science in Finance with Honors from Miami University (Ohio).