BURGUNDY ASSET Overview

Burgundy Asset Management Ltd. is an investment advisor that manages 19.8 BN dollars in regulatory AUM and has 106 employees, of which 41 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 10BN in positions, representing 51% of the manager's regulatory AUM.

BURGUNDY ASSET StockAlpha

-0.9%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

BURGUNDY ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WBA 4.25% Cons. Staples 6.06% 0.49% 1 16%
UNP 3.98% Industrials 5.88% -0.11% 1 15%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

BURGUNDY ASSET Founders and Key Employees

Name Title In Position Since
Richard E. Rooney Shareholder, President, Chief Investment Officer And Director February-1995
Stephen G. Mitchell Shareholder, Senior Vice President And Director June-1993
Allan D. Macdonald Shareholder, Senior Vice President And Director May-1995
Anthony H. Arrell Chairman, Director And Shareholder January-1993
David Vanderwood Sr Vice President, Shareholder And Director June-2003
Franca Debartolo Vice President, Treasurer And Shareholder July-2011
Craig D. Pho Senior Vice President, Director And Shareholder May-2012
Kenneth J. Jesudian Ceo, Director And Shareholder August-2012
Kenneth Broekaert Senior Vice President, Director And Shareholder May-2012
Anne-Mette De Place Filipinni Senior Vice-President, Shareholder And Director July-2014
Jennifer Dunsdon Vice-President, Chief Operating Officer And Shareholder June-2014
Kathleen M. Taylor Chief Compliance Officer And Shareholder December-2014
Fayaz D. Suleman Vice President And Chief Financial Officer May-2015

BURGUNDY ASSET Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro

BURGUNDY ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Burgundy offers investment strategies in many of the major asset classes, including but not limited to
U.S. 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. This approach is also intended to achieve lower volatility than the market averages. We look for a margin of safety in the business and in the balance sheet of companies, and generally require a minimum 30% discount to intrinsic value at the time of purchase.

Burgundy’s investment process is driven by limiting downside through a “margin of safety”. We prefer to invest in companies that are capital rich, but which earn a high return on their financial


6
capital. Companies that have a long histor...
Unlock Full Investment Process Description

BURGUNDY ASSET Portfolio Concentration

BURGUNDY ASSET Location

BAY WELLINGTON TOWER, 181 BAY STREET, STE 4510
TORONTO, ONTARIO, CANADA, M5J 2T3

BURGUNDY ASSET Contact Information

Phone Number: (416) 869-3222
Fax Number: (416) 869-9036
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A