Articles

Investing in AI When the Trade Gets Crowded: Why Fundamentals Still Matter

As AI-driven markets become increasingly crowded, discover why fundamentals, valuation discipline and durable earnings remain essential for long-term investors.

When the Index Doesn’t Tell the Whole Story

Why Allocators Should Move from Passive Strategy to Active Management

The Case for Van Berkom’s U.S. Small Cap Strategy

Intelligently Navigating

the AI Landscape in U.S. Small-Cap Equities

By Julien Cicci, Partner and Senior Analyst

U.S. Small Cap Strategy

Investing in Healthcare

Without the Headaches

By Alexander Tiscione, Partner and Analyst

Global Small Cap Strategy

The North Remembers:

Investing in the Nordic Strongholds

By Karim Haddad, Partner and Senior Analyst

Global Small Cap Strategy

Should institutional investors say goodbye to large caps?

Article featuring our Lead Portfolio Manager, Owen Gibbons. 

Japan – a Challenging

but Exciting Market

By Karim Haddad, Senior Analyst

Global Small Cap Strategy

Sustaining Performance in an Inefficient Small Cap Marketplace

A view by Mathieu Sirois
Lead Portfolio Manager
U.S. Small Cap Strategy