VAN BERKOM & Overview
Van Berkom & Associates Inc. is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 13 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/06 to 06/30/20. The fund's latest filing disclosed 3BN in positions, representing 102% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/06 to 06/30/20. The fund's latest filing disclosed 3BN in positions, representing 102% of the manager's regulatory AUM.
VAN BERKOM & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
VAN BERKOM & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MKTX | 4.15% | Financials | -7.04% | -0.35% | 1 | 9% | ||
| LOPE | 4.08% | Cons. Disc. | -8.21% | -0.74% | 4 | 11% | ||
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FEATURED IN
VAN BERKOM & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Benoit Durand | Partner, Vice-President, Senior Portfolio Manager, Canadian Small-Cap Equities, Chief Compliance Officer | September-2002 |
| Joannes S. Van Berkom | President And Chief Executive Officer, Ultimate Designated Person, Chief Financial Officer, Chief Operations Officer, Chief Lega | July-1991 |
| Mathieu Sirois | Partner, Vice-President, Senior Portfolio Manager, U.S.Small-Cap Equities | March-2007 |
| Charles Timmons | Partner & Senior Analyst | November-2009 |
| Owen Gibbons | Partner & Portfolio Manager | March-2011 |
| Muhammad Ammar Ali | Partner & Senior Analyst | March-2011 |
| Ghislaine Van Berkom | Secretary | July-1991 |
| Gabriel Bouchard- Phillips | Partner And Senior Analyst, Canadian Small-Cap Equities | March-2013 |
| Simon Lussier | Partner, Vice-President, Business Development, Compliance And Operations | March-2013 |
VAN BERKOM & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
VAN BERKOM & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ............................... 5-6
Item 9: ...
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Item 9: ...
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VAN BERKOM & Portfolio Concentration
VAN BERKOM & Location
1130 SHERBROOKE STREET WEST
SUITE 1005
MONTREAL, QUEBEC, CANADA, H3A 2M8
SUITE 1005
MONTREAL, QUEBEC, CANADA, H3A 2M8
VAN BERKOM & Contact Information
Phone Number: 514-985-5759
Fax Number: 514-985-2430
Website: http://www.vbassociates.com
Fax Number: 514-985-2430
Website: http://www.vbassociates.com
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