Overview

Van Berkom and Associates Inc. ("VBA"), a specialized investment management firm, concentrates 100% of its activities on both Canadian and U.S. small-capitalization ("small-cap") equities. VBA manages small-cap stock portfolios for large Canadian pension funds, corporations, foundations, and high-net worth clients on a segregated and commingled basis.

 

ASSETS UNDER MANAGEMENT
As at March 31, 2008, VBA had the following assets under management:
Type of client	(in millions of CA$)	(in millions of CA$)
Institutional Pension Funds		984.0
Canadian Small-Cap	721.2
U.S. Small-Cap	262.8
Foundations		8.7
Canadian Small-Cap	5.5
U.S. Small-Cap	3.2
High Net Worth		4.4
Canadian Small-Cap	3.2
U.S. Small-Cap	1.1
Total Assets under Management		997.1

 

 

Company History

VBA has been in the business of managing small-cap portfolios since July 31, 1991. The company is registered with the Québec, Nova Scotia, Ontario, Alberta and British Columbia Securities Commissions as an Investment Counselor and Portfolio Manager and with the Securities and Exchange Commission (United States) as an Investment Advisor.

VBA is an accredited International Financial Centre (IFC). Effective June 1, 1999, VBA established the U.S. Small-Cap Equity Management Division. VBA offers the VBA Canadian Partners’ Fund. 

The disciplined investment approach, utilized by J. Sebastian van Berkom is being applied by all members of the investment team. While both Canadian and U.S. investment teams work separately, the firm benefits from the cross-fertilization of ideas that results from focused in-house research of both markets.