Van Berkom and Associates

J. Sebastian van Berkom, the firm's founder, serves as President and Chief Investment Officer and holds final authority over all investment decisions. He is supported by a small, long-tenured team of research analysts. The firm's structure is not committee-driven; portfolio construction reflects van Berkom's concentrated, high-conviction approach.

The firm uses a fundamental, bottom-up research process to identify North American small- and mid-cap companies with durable competitive advantages and underappreciated growth. The team conducts extensive management meetings and financial modeling. Portfolios typically hold 40 to 60 names and are built on a multi-year investment horizon, aiming to exploit market inefficiencies that larger managers overlook.

The firm manages segregated long-only mandates for Canadian and select international institutional investors. Its client base includes public and corporate pension funds, university endowments, and foundations. Van Berkom does not operate pooled funds or retail vehicles, and has remained an institutional-only manager since its founding.

No. The firm's two principal strategies—Canadian small-cap and U.S. small- to mid-cap—cover only North American equities. There is no reported allocation to Europe, Asia, or emerging markets. This geographic focus is a deliberate part of the firm's specialized mandate.

The firm has not diversified beyond its core small- and mid-cap equity strategies. It has introduced no large-cap, fixed income, private equity, or alternative asset vehicles. This deliberate product narrowness reflects a governance decision to avoid style drift and capacity pressure, preserving the strategy's original design.