Kenneth Broekaert, CFA

Ken’s passion for investing grew out of his interest in business. His interests were as a generalist within business, across business functions and industries, as well as outside of business across subjects such as philosophy, psychology and math, which have also been useful for investing. His interests led him to The Boston Consulting Group at the start of his career. A fascination he developed during that period was the study of how businesses can enhance or lose their competitive advantages. Then he discovered the writings of Warren Buffett and Benjamin Graham. Their teachings immediately resonated because the concept of value was embedded in him from his upbringing in a family with modest means and conservative financial views. One of his favourite Buffett concepts is to challenge yourself to make only 20 investment decisions in your life, which requires good judgement about the durability of the competitive advantages of businesses. Ken continuously challenges himself to own a concentrated portfolio of companies that Burgundy could own “forever” that earn stronger long-term returns for clients. Ken’s interests in business as a generalist, competitive strategy and value investing have made Burgundy a very natural and happy home for him.