At Bernzott Capital Advisors, we are long-term investors. We believe best in class performance is best achieved through disciplined commitment to a well articulated, transparent investment approach. For over twenty years, we have delivered investment performance by adhering to this strategy. Part of this process is being accountable and learning from our successes and shortfalls. To that end, it is important that our clients and partners are well informed. We welcome the opportunity to share our observations, insights, and portfolio analysis through our investor publications.