Since inception, Bernzott Capital Advisors has delivered outstanding investment performance for its clients. Please see the links below for more information.
Bernzott U.S. Small Cap Value, our domestic small cap equity strategy
Bernzott U.S. All Cap Value, our domestic all cap equity strategy
Independent Verifiers Report - U.S. Small Cap Value
Independent Verifier's Report - U.S. All Cap Value
"An accurate estimate of intrinsic value is the essential foundation for steady, unemotional and potentially profitable investing."