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RF
About
Robert Fitzpatrick is a Portfolio Manager/Analyst at Bernzott Capital Advisors, based in Boston, Massachusetts, where he focuses on fundamental, bottom-up value investing strategies for institutional and private clients. The firm emphasizes concentrated, conviction-weighted portfolios and invests with a long-term horizon, targeting high-quality businesses trading at significant discounts to fair value. Specific sectors or asset classes Fitzpatrick covers at Bernzott Capital Advisors are not detailed in available sources, but the firm is known for its classic value approach, favoring financially transparent companies with proven management teams.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bernzott Capital Advisors | Portfolio Manager/Analyst | Dec 2020 to Present | — |
| Cadence Capital Management LLC | Senior Portfolio Manager, Managing Director | Jan 1999 to Dec 2020 | — |
| Morgan Stanley | Equity Research Assistant | Jan 1989 to Jan 1991 | — |
Others at Bernzott Capital Advisors (3)
| Name | Role | Location |
|---|---|---|
J Jeffrey Karansky | Portfolio Manager and Analyst | Winter Park, FL , United States |
P Peter Banks | President | Camarillo, CA , United States |
| Equity Analyst | New York, NY , United States |