Bernzott Capital Advisors, Inc.
(800) 856-2646
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Strategy Fact Sheet Archive

U.S. Small Cap Value Equity
Second Quarter, 2020
First Quarter,  2020
Fourth Quarter, 2019
Third Quarter, 2019
Second Quarter, 2019
First Quarter, 2019
Fourth Quarter, 2018
Third Quarter, 2018
Second Quarter, 2018
First Quarter, 2018
Fourth Quarter, 2017
Third Quarter, 2017
Second Quarter, 2017
First Quarter, 2017




U.S. All Cap Value Equity
First Quarter, 2020
Second Quarter, 2019
First Quarter, 2019

Fourth Quarter, 2018
Third Quarter, 2018
Second Quarter, 2018

First Quarter, 2018
Fourth Quarter, 2017
Third Quarter, 2017
Second Quarter, 2017
First Quarter, 2017




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 Hingham, 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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