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Van Berkom and Associates Inc.

Address

600 de Maisonneuve Blvd West, Suite 2510
Montreal, Quebec H3A 3J2
(514) 985 - 2430

www.vanberkomglobal.com

Principal Contacts

Andy Kong
Senior Director, Institutional Market
Tel: (514) 985 - 0909
akong@vanberkomglobal.com

Client Minimums

Has no minimum for private clients.

Has no minimum for institutional clients.

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia
  • Manitoba
  • Ontario
  • Quebec*

* indicates a physical location in this province

Van Berkom and Associates Inc. (VBA) is a specialized investment management firm solely focused on small and mid capitalization equities. VBA manages the assets of large North American institutional
clients with concentrated portfolios in either the Canadian, U.S., or Asian equity markets. Founded in 1991, the company is registered with the Quebec, Ontario, Alberta, British Columbia, and Manitoba
Securities Commissions as a portfolio manager and investment fund manager, as well as with the Securities and Exchange Commission in the U.S. as an investment advisor. VBA is an accredited International
Financial Centre (IFC).

In 2012, Van Berkom Golden Dragon Limited (VBGD) was incorporated in Hong Kong to provide an Asian small cap equity product to institutional investors. VBGD is registered with the Securities and Futures
Exchange in Hong Kong with a Type 9 license.

VBA looks for companies with strong management with a significant ownership position, several years of consistent growth in revenues and earnings, strong ROIC and free cash flow, competitive advantage, a
clearly defined strategy for long-term growth and conservative accounting methods. VBA also attempts to identify companies with an important franchise, a significant market share, a global reach and a unique
product or service.

VBA’s research process focuses on fundamental analysis. Most of our research efforts center on the identification and analysis of individual companies that are prepared for the economic and secular trends of
the future. VBA emphasizes bottom-up analysis to identify high-quality and undervalued companies.