Kevin Bernzott founded Bernzott Capital Advisors in 1994, bringing over 35 years of investment experience to the firm. He previously served as CEO of McGaelic Group, a family office, and holds a Juris Doctor degree from the University of West Los Angeles School of Law. Mark Scott serves as Chief Executive Officer, leading day-to-day operations. Jeff Karansky acts as Portfolio Manager and Analyst with 22 years of investment experience, previously working at AndCo Consulting. Robert L. Fitzpatrick, CFA, joined as Portfolio Manager in December 2022, contributing 18 years of investment experience with educational background from Dartmouth College and Wharton School. The investment team averages 25 years of experience and maintains a client-first philosophy with strict adherence to regulatory compliance and industry best practices.

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Bernzott Capital Advisors follows a classic value investing approach, focusing on identifying and investing in high-quality companies trading at attractive prices. They seek financially transparent and understandable companies run by proven management teams that demonstrate resilience across various industry and economic conditions. The firm defines risk as the permanent loss of capital and aims to buy businesses with a significant margin of safety to minimize that risk. Portfolios are concentrated and conviction-weighted to allow their best ideas to drive performance. After investing in a company, they patiently wait for its price to reach fair value. Their investment process utilizes a bottom-up approach with quality-first methodology, focusing on companies with market leadership, pricing power, favorable industry structure, recurring revenue models, high margins, financial flexibility, and strong long-term management.

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