Charles Timmons

Van Berkom believes the best opportunity for investment success is found by investing in high quality, well-managed, but mispriced small-cap companies and holding them for the long-term. The firm emphasizes bottom-up analysis to identify high-quality and undervalued companies.

OAM is actively committed to maximizing their clients’ long-term returns while protecting their capital. They apply a high-tech, disciplined management approach based on thorough analysis of securities and issuers, well-defined risk management and sound investment selection. With the application of specific qualitative filters, each of the firm’s strategies has been developed with a specific process that integrates the following analysis: fundamental, technical, market sentiment, and seasonality.

Functions as a College/University

Palos Management seeks to preserve and grow their individual and institutional investors' capital. The firm's investment approach is based on disciplined and creative processes that are designed to achieve strong performance while managing risk. Palos' funds have varying, specific investment objectives and some of the funds pay income distributions. Palos Management also offers a public, prospectus-based mutual fund, a private mutual fund, as well as private limited partnership funds.