De-Stocking from Customers Impacted Plexus (PLXS)

Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” first-quarter 2024 investor letter. A copy of the same can be downloaded here.  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...