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.

AUM, Q2 2021
INST Geography Breakdown, Q2 2021


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 Kyle Coatsworth

Kyle Coatsworth

Head of Institutional