Bernzott Capital Advisors, Inc.
(800) 856-2646
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Philosophy

We are classic value investors.  We rely exclusively on our own research.  We identify companies that have demonstrated the ability to perform well regardless of industry conditions, cyclical trends, or volatility in the economy or market.  We favor financially transparent and understandable companies run by proven management teams which sell at attractive valuations.     

We run concentrated, conviction-weighted portfolios, which allow our very best ideas to drive performance.  We define risk as a permanent loss of capital.  Therefore, it is imperative to buy  businesses with a significant margin of safety to minimize risk.   After we make our investments, we patiently wait for them to reach fair value.  By concentrating on not losing money, the probability of generating outperformance increases.  Over time this investment strategy has generated superior risk-adjusted returns relative to our benchmarks and the broader market.

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This site is only intended for clients and interested investors residing in states and countries in which Bernzott Capital Advisors is qualified to conduct investment advisory services.

Bernzott Capital Advisors is an SEC registered investment adviser located in Lakeway, TX with offices in Camarillo, CA, and Boston, MA. We may only transact business in those states or countries in which we are registered, or qualify for an exemption or exclusion from registration requirements. For non-clients of the firm, Bernzott Capital Advisors' website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact us at (800) 856-2646 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Bernzott Capital Advisors does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Bernzott Capital representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

There are no express or implied warranties with respect to this or any linked site.

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