A look back at what was moving markets and how the Bernzott U.S. Small Cap Value strategy performed.1
June 2022
March 2022
December 2021
September 2021
June 2021
1Bernzott Capital Advisors claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the periods of Jan. 1, 1995 through December 31, 2019. Gross of fees returns reflect only the deduction of trading costs. Net performance returns reflect the deduction from gross performance of all trading costs, actual management fees and embedded fees. Past performance is not indicative of future results.
