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The Opportunity

Bergen Park is an experienced manager of foreign smaller companies, a capacity constrained market segment for which there is a compelling long-term investment case.

Foreign Equities – Compelling Value:

  • Foreign equities have significantly lagged their US counterparts since 2009.

  • International markets are less expensive than domestic equites across most valuation metrics.

  • Many US investors are underweight foreign equities.

  • Approximately three quarters of the world’s small and mid-cap companies are located outside the US.

Small and Mid-Cap Foreign Equities – Inherently Inefficient:

  • International small and mid-cap stocks often receive less attention from both buy-side and sell-side institutions.

  • Larger, more widely followed stocks tend to dominate the focus of institutional investors and research analysts.

  • This lack of attention can create opportunities for active investors who conduct their own in-depth research.

Our Approach

Learn more about the expertise that drives our success.

Focusing on less efficient markets, our active approach leverages in-depth research to uncover unique opportunities. Bergen Park is focused on identifying asymmetric return profiles, concentrates on our highest conviction ideas and emphasizes long-term value creation.

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Bergen Park Capital
470 Electric Ave.
Suite 2E
Bigfork, Montana 59911
+1 (650) 454-5176