Van Berkom & Associates Inc.
|Van Berkom & Associates Inc.
|Last update 2024-02-06
|59 Stocks (2 new)
|Value $3.44 Bil
|Turnover 9 %
Van Berkom & Associates Inc. Profile
Van Berkom & Associates Inc. is an investment management firm based out of Montreal, Quebec. The company was originally established in 1991 by Joannes Sebastian van Berkom, who is still with the company today acting as its President, CEO, CFO, COO, and CLO. Van Berkom & Associates conducts its research internally, utilizing a fundamental methodology to make its investment decisions. The company invests with a bottom up approach, allocating its assets in the growth stocks of primarily small cap companies. Van Berkom & Associates invests in the public equity markets of Canada and United States. The company invests most heavily in the consumer discretionary and finance sectors, each of which makes up over a fifth of the firm’s total asset allocations, and also invests in the industrials, information technology, health care, and real estate sectors, among other sectors to a lesser degree. Van Berkom & Associates holds its allocations for just under 16 quarters on average and holds its top 10 allocations, which makes up just under a third of its total holdings, only 5.7 quarters on average. In the most recent quarter, Van Berkom & Associates had a turnover rate of approximately 7.7%. Van Berkom & Associates currently manages approximately $3.3 billion in total assets under management spread across 41 accounts, all of which are discretionary. Both of the firm’s total assets under management and total number of accounts have been increasing in recent years with its total assets under management growing significantly from $1.4 billion back in 2011 to well over twice that amount today. The company mainly caters to pension and profit sharing plans and state and municipal entities, which makes up approximately half and a third of its client base, respectively. Van Berkom & Associates currently offers a specialized small cap portfolio and takes advisory fees in the form of a percentage of assets and performance based fees.
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