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Rating:A Father-and-Son PM Pair Quietly Outperform Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 13, 2011

A Father-and-Son PM Pair Quietly Outperform

by: Neil Anderson, Managing Editor

Fundsters who enjoy tracking the best-performing mutual fund PMs may want to take a look at the June 27 issue of Forbes magazine. Chris Garth profiles the $299-million Bruce Fund [see profile], co-PMed by the father-and-son team of Robert and Jeffrey Bruce. According to Morningstar, the duo beats out all other small blend funds over one-, three-, five-, ten- and 15-year periods.

The two "rarely speak to the press, refuse to be photographed and limit shareholder communication to the bare minimum," Garth writes.

After Forbes made repeated phone calls, the 51-year-old Jeffrety told the pub: "It's just two of us here, and we're not looking for any additional exposure. I don't even care if you write anything at all. We'd rather just increase the assets that we have and expand that way."

Forbes notes that Bruce once worked at the Mathers Fund before leaving, and the magazine some of the pair's stock picks. Morningstar analyst Janet Yang weighs in for the article. 

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