Van Berkom and Associates Inc.
Overview
Van Berkom and Associates Inc. is a Montreal-based investment management firm specializing in small and mid-cap equities. Founded in 1991 by J. Sebastian van Berkom, the firm is 100% employee-owned and manages assets for large North American pension funds, corporations, foundations, and endowment funds. The firm focuses on Canadian, U.S., Greater China, and Global small-cap strategies, emphasizing a fundamental bottom-up investment philosophy. The firm's investment approach involves a comprehensive analysis of each investment candidate, seeking high-quality, well-managed small-cap companies at discounted prices. Van Berkom and Associates Inc. launched its Global Small Cap Strategy in 2022, marking its expansion into global small-cap investments. The firm is registered with the Autorité des marchés financiers in Quebec and the U.S. Securities and Exchange Commission as an independent investment adviser. With over 30 years of experience, Van Berkom and Associates Inc. has developed a reputation for its disciplined investment process and commitment to responsible investing, integrating environmental, social, and governance (ESG) factors into its research and decision-making processes.
Investment Focus
- High-quality, well-managed small-cap companies
- Discounted valuations
- Long-term investment horizon
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Van Berkom and Associates Inc.
What sectors does Van Berkom and Associates Inc. invest in?
Van Berkom and Associates Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Quebec, Canada. Van Berkom and Associates Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Van Berkom and Associates Inc. invest at?
Van Berkom and Associates Inc. backs companies at Early Stage, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Van Berkom and Associates Inc. invest in?
Van Berkom and Associates Inc. invests across United States, Canada, Hong Kong, Asia and China.
What companies has Van Berkom and Associates Inc. invested in?
Van Berkom and Associates Inc.'s portfolio includes Shopify, Canadian National Railway, Imperial Oil, Royal Bank of Canada, Toronto-Dominion Bank, Suncor Energy, Magna International and Manulife Financial.
Last updated · Source: ConnectSafely investor database
