Burgundy Asset Management Ltd. » Family Offices
FAMILY OFFICES

Relationship with Burgundy

Burgundy understands 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 our clients’ commitment to putting the interests of the family first. As a client of Burgundy, there is no intermediary. Our clients have a direct relationship with the people who make investment decisions on their behalf.

We build relationships with family offices who share our investment philosophy and long-term view, and who are looking for an independent investment manager with a strong track record of investing globally.

Investment Strategy

We apply a rigorous, research-based, quality-value, long-term investing approach to preserving and growing our clients’ capital. We work directly with the family office to meet a specific investment need, or to devise customized investment strategies that meet their overall investment objectives.

Our customized investment strategies leverage Burgundy’s proprietary investment platform. For over 25 years, our Investment Team has built a deep understanding of investment opportunities in fixed income and equities, and within equities across the geographic regions of Canada, the U.S., Europe, Asia and Emerging Markets.

We have developed skills progressively, region by region, over 20 years:

1991 - Canadian Equity Strategy 1996 - U.S. Equity Strategy 1998 - Asian Equity Strategy 2000 - European Equity Strategy 2004 - Fixed Income Strategy 2010 - Emerging Markets Strategy1991 - Canadian Equity Strategy 1996 - U.S. Equity Strategy 1998 - Asian Equity Strategy 2000 - European Equity Strategy 2004 - Fixed Income Strategy 2010 - Emerging Markets Strategy

Communication

We believe in clear and open communication. In addition to extensive investment reporting, our clients receive original communication pieces and invitations to educational events to better understand our views regarding particular subjects and market events. We work with our clients to help them understand their investments, because we believe education about investing is an essential component of long-term investment success.

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