Bernzott 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. In addition, please check the fund’s top five holdings to know its best picks in 2024.
A copy of Bernzott Capital Advisors US Small Cap Value Fund’s Q1 2024 investor letter can be downloaded here.Create a free account, or log in to read the full article
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