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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 70% of the manager's regulatory AUM.

VAN BERKOM & StockAlpha

-1.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

VAN BERKOM & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LOPE 4.2% Cons. Disc. 41.22% 1.67% 9 3%
MKTX 3.28% Financials -2.06% -0.54% 1 5%
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FEATURED IN
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Wall Street Journal Logo
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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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VAN BERKOM & Portfolio Concentration

VAN BERKOM & Location

1130 SHERBROOKE STREET WEST
SUITE 1005
MONTREAL, QUEBEC, CANADA, H3A 2M8

VAN BERKOM & Contact Information

Phone Number: 514-985-5759
Fax Number: 514-985-2430
Website:

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