We are fundamental bottom-up stock pickers who invest for the long term. We believe that the best strategy for investment success is investing in high-quality, well-managed small-cap companies that are trading below their intrinsic value.
We look for companies with:
Our biggest advantage is the depth of knowledge we develop on our investments.| Investment Style | Core |
| Process | Fundamental Bottom-up |
| Turnover | Low |
| Minimum Initial Investment | $250K |
The strategy outperformed its benchmark in a wide variety of market environments over the years. This was achieved through consistent positioning into attractively valued, high-quality companies, and a balance between high-quality defensive stocks and high-quality growth cyclical stocks at an attractive valuation.
The benchmarks used are the BMO Small Cap Blended Weighted Index from 06/30/1992 to 12/31/1999 and the S&P/TSX Small Cap Equity Blended Index thereafter.
Per period and calendar year performance
| Period | Van Berkom | S&P/TSX SC | Value Added |
|---|---|---|---|
| 2023 | 23.67 | 4.79 | 18.88 |
| 2022 | -15.89 | -9.29 | -6.60 |
| 2021 | 25.17 | 20.27 | 4.90 |
| 2020 | 11.06 | 12.87 | -1.81 |
| 2019 | 12.59 | 15.84 | -3.25 |
| 2018 | -17.28 | -18.17 | 0.89 |
| 2017 | 12.20 | 2.75 | 9.45 |
| 2016 | 12.80 | 38.48 | -25.68 |
| 2015 | 9.26 | -13.31 | 22.57 |
| 2014 | 9.72 | -2.34 | 12.06 |
| 2013 | 42.73 | 7.60 | 35.13 |
| 2012 | 23.43 | -2.23 | 25.66 |
| 2011 | 1.54 | -16.43 | 17.97 |
| 2010 | 24.25 | 35.10 | -10.85 |
| 2009 | 47.59 | 62.38 | -14.79 |
| 2008 | -33.81 | -45.49 | 11.68 |
| 2007 | 11.21 | 0.90 | 10.31 |
| 2006 | 1.31 | 11.61 | -10.30 |
| 2005 | 16.70 | 10.60 | 6.10 |
| 2004 | 16.31 | 6.50 | 9.81 |
| 2003 | 28.80 | 34.35 | -5.55 |
| 2002 | 1.39 | -3.54 | 4.93 |
| 2001 | 6.29 | 4.22 | 2.07 |
| 2000 | 15.67 | 7.46 | 8.21 |
| 1999 | 6.66 | 20.29 | -13.63 |
| 1998 | -8.00 | -17.90 | 9.90 |
| 1997 | 43.01 | 6.97 | 36.04 |
| 1996 | 38.54 | 28.66 | 9.88 |
| 1995 | 17.03 | 13.88 | 3.15 |
| 1994 | -12.36 | -8.60 | -3.76 |
| 1993 | 46.85 | 48.25 | -1.40 |
| 1992 | 18.30 | 3.44 | 14.86 |
Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss. Composite returns are calculated using the time-weighted method and presented gross of management and trustee fees and withholding taxes.
Annualized performance
| Period | Van Berkom | S&P/TSX SC* | Value Added |
|---|---|---|---|
| YTD | 9.81 | 7.92 | 1.89 |
| 1 Year | 27.96 | 8.22 | 19.74 |
| 3 Years | 8.09 | 3.99 | 4.10 |
| 5 Years | 10.30 | 7.82 | 2.48 |
| 7 Years | 7.06 | 4.23 | 2.83 |
| 10 Years | 7.75 | 3.95 | 3.80 |
| 15 Years | 14.79 | 8.03 | 6.76 |
| 20 Years | 10.21 | 3.84 | 6.37 |
| 25 Years | 10.49 | 5.47 | 5.02 |
| 30 Years | 11.28 | 5.13 | 6.15 |
| SI | 12.44 | 6.31 | 6.13 |
Past performance is not a guarantee or indicator of future results. Inherent in any investment is the risk of loss.
Composite returns are calculated using the time-weighted method and presented gross of management and trustee fees and withholding taxes.
* The benchmarks used are the BMO Small Cap Blended Weighted Index from 06/30/1992 to 12/31/1999 and the S&P/TSX Small Cap Equity Blended Index thereafter.
SI = Since inception (June 30, 1992)
| Team Member | Role | In the Industry Since |
|---|---|---|
| Gabriel Bouchard-Phillips* | Senior Portfolio Manager | 2005 |
| Maxime Robillard* | Senior Analyst | 2008 |
| François Watier* | Senior Analyst | 2012 |
| Balal Rasool | Analyst | 2022 |
* These team members are also Van Berkom and Associates Inc. shareholders.
Van Berkom and Associates Inc. (“Van Berkom”) is registered in Canada with the Autorité des marchés financiers (“AMF”), the Ontario, Alberta, British Columbia and Manitoba Securities Commissions as Portfolio Manager and as Investment Fund manager. In the United States, Van Berkom is defined as a Securities Exchange Commission (“SEC”) registered independent investment advisor. The information provided herein is for informational purposes only and is not intended to provide professional advice and should not be relied upon in that regard. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Past performance is no guarantee of future results. Performance is presented gross of all management fees. Van Berkom claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Important information about Van Berkom, including a GIPS® Composite Report and additional information regarding policies for calculating and reporting returns, may be obtained from Van Berkom by communicating with Andy Kong, Senior Director, Institutional Markets at akong@vanberkomglobal.com.
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