Bruni J V & Co. /co
J.V. Bruni and Company is an investment management firm headquartered in Colorado Springs, Colorado. Founded in 1992 by Jerome V. Bruni, the firm is registered with the SEC and is the largest independent money management firm in southern Colorado. They provide discretionary, personalized investment advisory services on a fee-only basis for individuals, retirement plans, trusts, corporations, and nonprofit organizations, with clients in Colorado and over 30 other states. The firm employs 5 financial advisors and primarily serves individual and institutional clients.
Investment Strategy
J.V. Bruni and Company employs a fundamental, research-driven approach to portfolio management, focusing on developing their own evaluations of current and projected future values for investments. Their strategy is powered by thorough proprietary research and an economics-based analysis, ensuring investments are made where prices do not fully reflect long-term value. The firm uses discretionary management to construct and tailor portfolios according to client objectives, often seeking to buy undervalued assets and sell investments when their price exceeds value projections. The firm’s philosophy emphasizes rigorous analysis, risk assessment, and long-term growth.
Top Holdings
Equity Positions (32)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BN | Brookfield Corp | 9.39% | $89.2M | 1,442,583 | $31.53 | $61.85 | +$12.7M |
C COF | Capital One Finl Corp | 6.38% | $60.6M | 284,764 | $212.76 | $212.76 | +$60.6M |
A AMG | Affiliated Managers Group Inc | 6.08% | $57.8M | 293,735 | $120.29 | $196.77 | +$7.8M |
R RDN | Radian Group Inc | 6.02% | $57.2M | 1,587,336 | $9.97 | $36.02 | +$4.0M |
R RHP | Ryman Hospitality Pptys Inc | 5.42% | $51.5M | 521,810 | $51.74 | $98.67 | +$5.0M |