Bernzott Capital Advisors US Small Cap Value Fund’s Q1 2024 Investor Letter
Insider MonkeyBernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. In the first quarter, the portfolio gained +8.5% on a net basis, well above R2000V’s advance of +2.9% and above R2500V’s rise of +6.1%. The largest contribution to the gains on the portfolio was the energy holdings. […]