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 […]
Viper Energy Partners LP (NASDAQ:VNOM) Q4 2023 Earnings Call Transcript February 21, 2024 Viper Energy Partners LP isn’t one of the 30 most popular stocks among hedge funds at the end of the third quarter (see the details here). Leo Mariani – ROTH: Tim Rezvan – KeyBanc Capital Markets Operator: Good day, and thank you […]