Bernzott Capital Advisors Information

Bernzott Capital Advisors is an SEC-registered independent institutional money manager founded in 1994. We serve institutional, intermediary and private clients. Our investment team identifies and invests in high-quality securities at attractive prices, focusing on market-leading companies with significant recurring revenue, solid operating margins, moderate leverage and strong returns on capital. These companies typically perform well regardless of industry conditions, cyclical trends or volatility in the economy or markets. We have a long -term outlook and wait patiently for investments to reach fair value. Investment decisions derive exclusively from independent research developed by our own investment team.