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.
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