Bernzott Capital Advisors, an investment management firm, published its “US Small Cap Value Fund” third quarter 2021 investor letter – a copy of which can be downloaded here. The portfolio fell -3.0% (gross) and -3.1% (net) during 3Q, in line with the Russell 2000 Value’s decline of -3.0%, and somewhat more than the Russell 2500 Value’s drop of -2.1%. You can take a look at the fund’s top 5 holdings to have an idea about their best picks for 2021.
Bernzott Capital Advisors, in...
