Burgundy Asset Management Ltd.

Burgundy Asset Management Ltd.

Burgundy Asset Management Ltd.

Overview
Date Founded

1991

Headquarters

Bay Wellington Tower,181 Bay Street,Suite 4510,Toronto, ON M5J 2T3

Type of Company

Private

Employees (Worldwide)

137

Industries

Investment Services & Portfolio Management

Company Description

Burgundy Asset Management employs a value-focused global investment approach that seeks to preserve clients' capital while providing long-term superior investment returns. The firm offers investment strategies across many major asset classes, including but not limited to US large- and small/mid-cap, international, emerging markets and global equities. Burgundy employs a bottom-up investment approach, which focuses on strong business fundamentals and outstanding management teams and aims to reduce the inherent risk in investing. Their approach is designed to achieve lower volatility than the market averages. Burgundy looks for a margin of safety in the business and in the balance sheet of companies and generally requires a minimum 30% discount to intrinsic value at the time of purchase.

Executives & Employees

Chairman & Chief Executive Officer

President & Chief Investment Officer

Executive Vice President & Chief Operating Officer

Vice Chairman

Investment Counsellor

Investment Counsellor

Vice President & Chief Financial Officer

Chief Investment Officer

Chief Compliance Officer

Senior Vice President, Director & Shareholder

Board of Directors

Chairman & Chief Executive Officer at Burgundy Asset Management Ltd.

President & Chief Investment Officer at Burgundy Asset Management Ltd.

Future Chief Investment Officer at Burgundy Asset Management Ltd. (Effective 07/2020)

Senior Vice President & Portfolio Manager at Burgundy Asset Management Ltd.

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Clients

The University of Manitoba is Western Canada’s first university, founded on February 28, 1877 just seven years after the province of Manitoba and only four years after the City of Winnipeg. The University of Manitoba is also home to a wide range of research centres and institutes, and Smartpark Research and Technology Park, a community of innovators that forges collaborations between university and industry.

Economic Investment Trust Ltd. is a closed-end investment trust. It is an investment vehicle for long-term growth through investments in common equities, fixed-income instruments, or balanced funds. Its investment objective is to earn an above average rate of return, primarily through long-term capital appreciation and dividend income. The company was founded on January 28, 1927 and is headquartered in Toronto, Canada.

THE PURPOSE & ACTIVITIES AT DANA-FARBER, INC, ARE TO PROMOTE & SUPPORT THE EXEMPT MISSIONS OF DANA-FARBER CANCER INSTITUTE AND TO PROVIDE INVESTMENT MANAGEMENT SERVICES.

Non-Profit Donations & Grants
Investors
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Former Chief Compliance Officer at Burgundy Asset Management Ltd.

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Former Vice President & Chief Financial Officer at Burgundy Asset Management Ltd.

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Vice President, Head of Legal & Compliance at Burgundy Asset Management Ltd.