Bernzott Capital Advisors is an independent money manager for institutional and private clients. We are 100% owned by employees and an employee-related individual.
Our investment philosophy is time-tested and based on deep analysis of the business fundamentals of each holding. Derived from years of experience, our “edge” is employing an investment process that identifies what we consider to be high quality businesses with shareholder friendly management teams trading at a significant discount to our assessment of fair market value. Risk can be defined in different ways. We define risk as the permanent loss of capital. With this in mind, we take a focused approach when constructing client portfolios and invest with a long-term mindset. The investment strategies we manage are focused and conviction weighted. We believe value will be realized with time and patience.
We are classic value investors. We favor financially transparent and understandable companies run by proven management teams which sell at attractive valuations.
"We identify and invest in what we view as high quality companies trading at attractive prices."
- Kevin Bernzott
We utilize a bottom-up strategy and apply a quality-first approach to value investing. We believe our concentrated portfolios allow the firm's best ideas to have significant impact on returns.
"Patience is an important part of our discipline."