Van Berkom & Associates Inc.
Van Berkom & Associates Inc. is a specialized, 100% employee-owned Canadian investment management firm based in Montreal, Quebec. Founded in 1991 by J. Sebastian van Berkom, the firm is focused exclusively on small and mid capitalization equity strategies across Canadian, U.S., Greater China, and global markets. Serving large North American institutional investors such as pension funds, corporations, foundations, and endowment funds, Van Berkom manages concentrated portfolios and offers more than three decades of experience in small-cap investing. As of 2024, the firm employs approximately 33 people.
Investment Strategy
Van Berkom & Associates specializes in fundamental, bottom-up investment research with a long-term focus on identifying high-quality, well-managed small- and mid-cap companies trading at discounted prices. The firm seeks out companies with strong management ownership, consistent growth in revenues and earnings, high returns on invested capital, strong free cash flow, competitive advantages, and conservative accounting. Van Berkom favors concentrated, high-conviction portfolios, investing for institutional clients in Canada, the U.S., Greater China, and global markets. The firm holds its positions for extended periods and tailors its approach to fit the long-term growth strategies of its clients.
Latest 13F Filing Activity
Van Berkom & Associates Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 62 equity positions with a total 13F market value of $3B. The fund increased holdings in Api Group, Tetra Tech Inc., Esab Corporation among other positions. Van Berkom & Associates Inc. reduced exposure to Brunswick Corp., Gentherm Inc., Grocery Outlet HLDG Corp. among others.
Top Holdings
Equity Positions (62)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LAUR | LAUREATE EDUCATION INC. | 3.45% | $116.1M | 4,964,371 | $13.24 | $23.38 | +$11.9M |
E ENSG | ENSIGN GROUP INC. | 3.45% | $115.9M | 751,148 | $89.61 | $154.26 | +$12.3M |
V VCTR | VICTORY CAP HLDGS INC. COM CL A | 3.38% | $113.6M | 1,784,042 | $34.33 | $63.67 | +$9.4M |
S SNEX | STONEX GROUP INC. | 3.25% | $109.1M | 1,196,975 | $46.83 | $91.14 | +$1.5M |
E EEFT | EURONET WORLDWIDE INC. | 3.12% | $104.7M | 1,033,210 | $73.22 | $101.38 | -$3.1M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Equity Analyst | United States |