Bruder Capital

Analytics Applied to a World of Risks


Bruder Capital is an investment partnership. Our strategy is to combine quantitative analytics and fundamental research to find, rank, analyze, select, invest, monitor, and risk manage our capital. We focus on obtaining dividends and other regularly-timed payments. These payments have two major benefits: they provide much of the return achieved and also limit the risk - as measured by volatility - to our capital. 

We are not for everyone.  If you are looking for the highest returns regardless of risk, you should look elsewhere. If you are looking to take no risk, you are also not the right partner for us. We don’t believe there is such a thing as a riskless investment, including cash.

We recognize that every investment vehicle promises high risk-adjusted returns or "alpha" (better than index results) or non-correlated results. What makes Bruder different is that our combined quantitative and fundamental approach has produced a successful track record that's held up in both up and down markets.

What do we do in practice..? We apply what we've learned analyzing fixed income investments - bonds and loans - to  a wide array of financial instruments: preferred stocks, common stocks, closed and open end mutual funds, master limited partnerships, royalty trusts. Then we use additional financial instruments (e.g., fixed income or equity index funds, exchange traded funds, commodity-related funds) to hedge the underlying risks to those payments. 

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