Investment Approach

Disciplined

Bottom-up

Benchmark-agnostic

Burgundy team members speak onstage at the Burgundy Forum in front of a crowd

LONG-TERM QUALITY-VALUE INVESTING BASED ON RIGOROUS PROPRIETARY RESEARCH.

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.

 

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KYLE COATSWORTH, CFA
VICE PRESIDENT, HEAD OF INSTITUTIONAL

  Kyle Coatsworth speaks with a client at the Burgundy Forum