Broker Check

Market Commentary

A look back at what was moving markets and how the Bernzott U.S. Small Cap Value strategy performed.1

June 2022

March 2022

December 2021

September 2021

June 2021

1Bernzott Capital Advisors claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified for the periods of Jan. 1, 1995 through December 31, 2019. Gross of fees returns reflect only the deduction of trading costs. Net performance returns reflect the deduction from gross performance of all trading costs, actual management fees and embedded fees. Past performance is not indicative of future results.