Institutions

Partnering with institutions since 1994.

Relationship with Burgundy

We build relationships with institutions that 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. 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.

Investment Strategy

Burgundy applies a rigorous, research-based, quality-value, long-term investing approach to preserving and growing our clients’ capital. We work directly with our clients to meet a specific investment need. For 30 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.

Over the years, we have developed skills progressively, region by region:

Our Institutional Clients

We manage assets for public and corporate pension funds, foundations and endowments, universities, corporations, insurance companies and First Nations clients. The depth of our global research capabilities has been trusted by institutional clients in Canada, the U.S. and internationally for their global and domestically-allocated portfolios.

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.

Contact Us To Learn More

Kyle Coatsworth

Head of Institutional

WHAT IS MiFID II?

The Markets in Financial Instruments Directive II (MiFID II) is a regulation that took effect January 2018 that aims to increase market transparency across the European Union (EU) through the standardization of the regulatory disclosures required for individual markets. It is one of the most significant regulatory changes to impact the global asset management industry. The MiFID II reforms cover a number of key topics including: best execution, conflicts of interest, bundled commissions and payments for research & trading.

BURGUNDY’S APPROACH TO MiFID II

At Burgundy, we follow a disciplined, bottom-up, value-driven approach to investment research, supported by intensive fundamental research. We believe that conducting our own research is the backbone of our success. From time to time we have used external research paid for using broker commissions to supplement our own research, but we do not rely on external research in our decision-making.

We always approach our decision-making with the guiding principles of fairness and transparency in mind such that all our clients are treated equally.

As of January 3, 2018, Burgundy has gone execution only on all trades and will absorb all external research costs related to our equity mandates for all clients, regardless of domicile. We will not pass these broker research commissions on to our clients, nor will our fees change as a result of this policy.