BERNZOTT CAPITAL Overview
Bernzott Capital Advisors is an investment advisor that manages 528.7 MM dollars in regulatory AUM and has 11 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/03 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 199% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/03 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 199% of the manager's regulatory AUM.
BERNZOTT CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BERNZOTT CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| INOV | 5.18% | Tech | -29.83% | -1.86% | 5 | 4% | ||
| APAM | 5.15% | Financials | 26.8% | 0.32% | 3 | 4% | ||
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FEATURED IN
BERNZOTT CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Kevin Bernzott | Chairman & Ceo | September-1997 |
| Thomas A. Derse | Vice President & Chief Financial Officer | March-2004 |
| Hans T. Walsh | Vice President/Chief Operating Officer/Chief Compliance Officer | April-2006 |
| Marilyn S. Bernzott | Shareholder | September-2005 |
| Scott T. Larson | Vice President & Cio | October-2011 |
BERNZOTT CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BERNZOTT CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis. We are a “bottom up” manager with a long-term horizon. We believe that superior, risk-adjusted returns can be generated by constructing a concentrated portfolio of thoroughly researched companies purchased at appropriate prices. We favor companies with significant recurring revenue, solid operating margins, moderate leverage and strong returns on capital. We have a value orientation and seek to purchase companies at a discount to fair market value. We construct portfolios without regard to sector weighting. Our process results in comparatively low turnover.
The members of the investment team are generalists. The team actively monitors companies on Buy and Watch lists. Buy and sell decisions are made unanimously by the team. We do not utilize “stop-losses” – in the short-term market prices may be volatile. We will sell if we determine our investment thesis...
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Methods of Analysis. We are a “bottom up” manager with a long-term horizon. We believe that superior, risk-adjusted returns can be generated by constructing a concentrated portfolio of thoroughly researched companies purchased at appropriate prices. We favor companies with significant recurring revenue, solid operating margins, moderate leverage and strong returns on capital. We have a value orientation and seek to purchase companies at a discount to fair market value. We construct portfolios without regard to sector weighting. Our process results in comparatively low turnover.
The members of the investment team are generalists. The team actively monitors companies on Buy and Watch lists. Buy and sell decisions are made unanimously by the team. We do not utilize “stop-losses” – in the short-term market prices may be volatile. We will sell if we determine our investment thesis...
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BERNZOTT CAPITAL Portfolio Concentration
BERNZOTT CAPITAL Location
888 W. VENTURA BLVD., SUITE B
CAMARILLO, California
UNITED STATES, 93010-8383
CAMARILLO, California
UNITED STATES, 93010-8383
BERNZOTT CAPITAL Contact Information
Phone Number: 805-389-9445
Fax Number: 805-389-9456
Website: http://www.bernzott.com
Fax Number: 805-389-9456
Website: http://www.bernzott.com
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