Partnering with family offices to best serve your needs.
Burgundy’s Core Elements
Our Clients
We build relationships with family offices that share our investment philosophy and long-term view, and are looking for an investment manager with a strong track record of investing globally.
We understand the duty and responsibility of the family office to manage, sustain and grow family wealth across multiple generations. As discretionary investment managers and fiduciaries, we share your commitment to putting the interests of the family first.
As a client of Burgundy, there is no intermediary. You have a direct relationship with the people who make investment decisions on your behalf, as well as a dedicated relationship and account management team.
Each quarter you receive customized Portfolio Manager commentary providing market perspectives and highlighting how Burgundy’s investment philosophy is implemented.
You also have opportunities to meet with your Burgundy team regularly to review performance results and overall portfolio positioning.
Contact us to learn more
Kyle Coatsworth, CFA
Senior Vice President, Head of Institutional
What We Do
BURGUNDY’S APPROACH TO EQUITIES AND CREDIT
We conduct deep, independent research to preserve and grow our clients’ capital over the long term. Our equity and credit strategies are built from the bottom up, focusing on long-term company theses rather than short-term catalysts or macro events. Portfolios are concentrated and benchmark agnostic.
Quality/value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.
We combine quantitative and qualitative research, along with experience and human judgment, to assess each company’s business characteristics, financial position and management team. Intensive research into individual companies and their management is the critical process that supports our investment decisions.
We apply the same disciplined perspective to credit investing as we do to equity investing. Rather than rely on credit agency ratings or try to predict the direction of future interest rates, our independent research focuses on key metrics that define a company’s financial well-being.
While we invest across the fixed income spectrum, our edge lies in corporate credit. This is where our bottom-up, fundamental credit expertise shines brightest, allowing us to deliver strong, risk-adjusted returns for our clients.
The value of an investment opportunity comes from the quality of a company’s business and the price we are willing to pay for it.
Our investment approach is based on proprietary research. Travel has always been a key component of Burgundy’s advantage, with company management meetings and on-site tours helping to drive independent thought and unique insights. Taking a long-term view is also a key factor.
Our Investment Team has built a deep understanding of investment opportunities in equities and credit. Over the years, we have developed skills progressively, region by region:
MORE ABOUT INVESTING WITH BURGUNDY
INVESTMENT STRATEGIES
An overview of our offerings for equity, balanced and credit.
SUSTAINABLE INVESTING
Our disciplined, bottom-up approach allows us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.
ACTIVE INVESTING
As benchmark-agnostic active managers, our strategies have never resembled their respective benchmarks. Typical active share across the Burgundy strategies is 85% or greater.
The Team
An organization is built and strengthened by the quality and calibre of its people.
Experience & Values
TAKING A LONG-TERM VIEW
The Burgundy Investment Team brings extensive knowledge and decades of experience.
As generalists organized by geography, we draw on the experience of our colleagues. Idea sharing and collaboration are a daily occurrence; members benefit from the collective wisdom of the team across industries, sectors and broad markets.
Our depth of experience helps build the capacity to make tough investment decisions. The right and hardest decisions are often the same – a lesson that team members have lived time and time again.
Experience also affords us the space for humility. When faced with a problem or a new way of thinking, we are able to step back, question, analyze all angles, and either proceed with renewed conviction or learn from the exercise and adapt. It is this balance of conviction and humility that exists at the centre of a learning organization.
Our core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing. In our case, doing the right thing means doing right by our clients.
Views & Insights
Browse a selection of articles from our Views & Insights library, featuring our thoughts on markets, investing, and the principles that define us.
A Different Game
Amid ongoing chatter about a potential bubble, Richard Rooney explores how today’s market environment compares with the last confirmed instance 25 years ago. If 2000 was a game of checkers, 2025 is a chess match.
Europe: Relic or Rising Opportunity?
Ken Broekaert shares why Europe has long offered compelling opportunities for long-term investors. See why a well-diversified portfolio should extend beyond U.S. borders.
Research. Comes. First.
In an age when information is instant and readily available, how does Burgundy manage to sift through the relentless clutter of this seemingly unfettered access? CIO Andrew Iu explores what deep fundamental research looks like today.
Meet With Us
A meeting with Burgundy is a two-way discovery session. As we learn more about your organization’s needs and objectives, you have the opportunity to speak with us directly to learn more about Burgundy, our investment strategies and how we think. Connect with us today.
