Bernzott Capital Advisors
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
888 W Ventura Blvd Ste B, Camarillo, Cal...Phone Number
(805) 389-9445Website
www.bernzott.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Bernzott Capital Advisors
Bernzott Capital Advisors is an independent money manager catering to institutional and private clients, fully owned by its employees. The firm employs a disciplined investment philosophy focused on identifying high-quality businesses with shareholder-friendly management teams that are undervalued. Utilizing a bottom-up strategy, they construct concentrated portfolios aimed at long-term value realization. Their approach emphasizes patience and a quality-first perspective in value investing.Explore more
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Bernzott Capital Advisors financials insights
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2020
Debt
$150K
Bernzott Capital Advisors Tech Stack
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Bernzott Capital Advisors News & Media
Should You Hold MP Materials (MP) for the Long Term?
Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here. In the first quarter, the portfolio gained +8.5% on a net basis, well above R2000V’s advance of +2.9% and above R2500V’s rise of +6.1%. The largest contribution to the […]TravelCenters of America (TA) Jumped on Acquisition Announcement
Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2023 investor letter, a copy of which can be downloaded here. In the first quarter, the fund was flat on a net basis (-0.06%) compared to R2000V’s decline of -0.7% and R2500V’s rise of +1.4%. Financials was the leading contributor towards […]Are Market Conditions Favorable for Patterson-UTI Energy (PTEN)?
Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2023 investor letter, a copy of which can be downloaded here. In the first quarter, the fund was flat on a net basis (-0.06%) compared to R2000V’s decline of -0.7% and R2500V’s rise of +1.4%. Financials was the leading contributor towards […]Is Encompass Health (EHC) a Smart Lon-Term Investment? - Yahoo Finance
Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” third-quarter 2022 investor letter – a copy of which can be downloaded here. During the third quarter of the year, the portfolio fell –9.48% (net), below the R2000V’s decline of –4.6% and the R2500V’s decline of –4.5%. Try to spare some […]
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Bernzott Capital Advisors is an independent money manager catering to institutional and private clients, fully owned by its employees. The firm employs a disciplined investment philosophy focused on identifying high-quality businesses with shareholder-friendly management teams that are undervalued. Utilizing a bottom-up strategy, they construct con... Read More
