Bernzott U.S. Small Cap Value Fund
Bernzott U.S. Small Cap Value Fund
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Overview
What the company does, where it operates, and who runs it.
About Bernzott U.S. Small Cap Value Fund
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Investment Managers Series Tr(Bernzott), US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- Investment Managers Series Tr(Bernzott), US
The fund's primary objective is to achieve substantial long-term capital appreciation for its investors. Under typical market conditions, it commits at least 80% of its total assets (including any funds borrowed for investment purposes) to the equity securities of smaller U.S.-based enterprises. These companies must be incorporated within the United States, and their shares predominantly trade on major American stock exchanges. The portfolio typically maintains a focused selection, generally comprising 25 to 35 distinct equity holdings. Furthermore, the fund has the option to allocate capital to exchange-traded funds (ETFs), which are pooled investment vehicles designed to track the performance of specific market indices and are openly traded on exchanges.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Bernzott U.S. Small Cap Value Fund, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Bernzott U.S. Small Cap Value Fund. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Bernzott U.S. Small Cap Value Fund. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Bernzott U.S. Small Cap Value Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Bernzott U.S. Small Cap Value Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Bernzott U.S. Small Cap Value Fund valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Bernzott U.S. Small Cap Value Fund, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Bernzott U.S. Small Cap Value Fund executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Bernzott U.S. Small Cap Value Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Bernzott U.S. Small Cap Value Fund. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Bernzott U.S. Small Cap Value Fund. Press releases and market coverage, newest first.