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A Disciplined Approach,
Proven Results.

Bernzott U.S. Small Cap Value Fund (BSCVX)

We utilize a bottom-up investment strategy focused on investing in market-leading companies with what we consider attractive financial characteristics. We invest with conviction and employ a concentrated portfolio with 25 to 35 companies. We are patient. We strive for low turnover with a long-term investment horizon.

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