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 09/30/16. The fund's latest filing disclosed 539MM in positions, representing 102% of the manager's regulatory AUM.

BERNZOTT CAPITAL StockAlpha

-1.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BERNZOTT CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PLOW 5.07% Industrials -0.28% -0.38% 7 1%
SP 4.85% Cons. Disc. 9.31% 0.39% 16 2%
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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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BERNZOTT CAPITAL Portfolio Concentration

BERNZOTT CAPITAL Location

888 W. VENTURA BLVD., SUITE B
CAMARILLO, California
UNITED STATES, 93010-8383

BERNZOTT CAPITAL Contact Information

Phone Number: 805-389-9445
Fax Number: 805-389-9456
Website:

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