Peter Banks

Peter Banks is confirmed as the President of Bernzott Capital Advisors, based in Camarillo, CA. In his current capacity, he oversees firm-wide strategy, client relations, and portfolio management activities, leading a team that specializes in institutional and high-net-worth equity investment advisory services. His leadership centers on delivering disciplined, value-oriented investment management while maintaining direct oversight of client portfolios and firm operations.

Peter’s investment focus is primarily on U.S. small- and mid-capitalization value equities. Bernzott Capital Advisors is recognized for its fundamental, bottom-up research process, targeting undervalued companies with strong balance sheets and sustainable growth prospects within sectors such as industrials, healthcare, consumer discretionary, and business services. Peter has been instrumental in shaping the firm’s specific sector-focused strategies, helping clients achieve long-term performance through prudent stock selection and rigorous risk controls.

With decades of experience in investment management, Peter’s background includes senior executive roles at both Bernzott and other investment advisory firms, where he has built a reputation for integrity and strong client advocacy. He holds relevant industry credentials, though details about his specific degrees or educational institutions are not publicly confirmed. His notable achievements include contributing to Bernzott’s consistent recognition in industry rankings for small-cap value performance, reflecting his expertise in U.S. equity markets and commitment to client outcomes.