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Bruce Kaser

Chief Analyst

Cabot Undervalued Stocks Advisor


Bruce Kaser has more than 25 years of value investing experience in 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, New Generation Research. Prior, Mr. Kaser led the event-driven small/midcap strategy for Ironwood Investment Management and was senior portfolio manager with RBC Global Asset Management where he co-managed the $1 billion value/core equity platform for over a decade. He earned his MBA degree, in finance and international business, from the University of Chicago and did his undergraduate studies in finance, with honors from Miami University (Ohio). Mr. Kaser is now chief analyst of Cabot Undervalued Stocks Advisor.

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