Burgundy Asset Management Ltd.
Burgundy Private Clients
Focused on Companies & Values

Burgundy Asset Management Ltd. is a leading global investment manager providing discretionary investment management for individuals, private foundations, endowments and institutions. Burgundy follows a disciplined, bottom-up, value-driven investment approach, supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, but undervalued companies with the objective of achieving solid, absolute returns over the long term.

Founded in 1991, Burgundy is fully independent and unaffiliated, and is wholly owned by our key employees. Our central mission is to protect and build the capital of our clients, who are seeking superior long-term absolute returns versus short-term, relative performance.

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Focus

We focus on a limited number of clients to ensure the highest standard of service. We are convinced that a relationship exists between the size and diversity of assets under management, and limitations to performance. We prefer to manage concentrated portfolios, which we believe will maximize long-term returns.

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