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Bernzott U.S. Small Cap Value Fund

We utilize a bottom-up investment strategy focused on investing in market-leading companies with attractive financial characteristics.
We invest with conviction. We employ a concentrated portfolio with 25 to 30 companies.
We are patient. We strive for low turnover and look to hold long-term.
  Fund risk disclosure: An investment in the Fund is subject to risks and you could lose money. The principal risks of investing in the Fund include, but are not limited to, risks associated with investing in small-cap companies, REITs and value-oriented securities. Read more...

The Fund's prospectus, which is available by clicking here includes investment objectives, risks, fees, expenses and other information that should be read and considered carefully before investing.

The Bernzott U.S. Small Cap Value Fund is distributed by IMST Distributors, LLC.

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 Camarillo, CA. 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.