Institutions

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 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

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.

Distribution of assets under management (AUM) As of June 30, 2017 38% International Equities 35% U.S. Equities 22% Canadian Equities 5% Fixed Income Institutional client distribution by geography As of June 30, 2017 63% Canadian Institutional  19% U.S. Institutional  18% International Institutional

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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