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 06/30/17. The fund's latest filing disclosed 11BN in positions, representing 53% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/04 to 06/30/17. The fund's latest filing disclosed 11BN in positions, representing 53% of the manager's regulatory AUM.
BURGUNDY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BURGUNDY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| WBA | 4.04% | Cons. Staples | 2.7% | 0.09% | 1 | 20% | ||
| UNP | 4.02% | Industrials | -4.6% | -0.12% | 1 | 22% | ||
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FEATURED IN
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 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
TORONTO, ONTARIO, CANADA, M5J 2T3
BURGUNDY ASSET Contact Information
Phone Number: (416) 869-3222
Fax Number: (416) 869-9036
Website: http://www.burgundyasset.com
Fax Number: (416) 869-9036
Website: http://www.burgundyasset.com
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