American Ultra Focused Opportunities Equity at a Glance

Year Launched

2020

Geography

U.S. equity

Market Cap

Large capitalization companies

Number of Holdings

Concentrated: 8-12

Portfolio Breakdown

Active Share

87%

Average Annual Turnover

n/a

Position Sizing

Maximum 10% of market value in any one company

Sector Limits

Maximum 40% of market value in any one sector

Holding Period (%)
Holding period
Holding period

 

As at June 30, 2021.

 

Active Share

Active share measures the degree to which a fund differs from its respective benchmark — the higher the active share, the lower the fund’s correlation to its benchmark (100 being completely different from the benchmark and zero being a replica of the benchmark).

Active share is calculated for the Burgundy American Ultra Focused Opportunities Equity Fund vs. the S&P 500 Index. Source: FactSet.

 

Average Annual Turnover

Since inception average annual turnover is calculated using full calendar year portfolio turnover figures only. Partial inception year turnover figures are also excluded from the calculation, where applicable.

Doug Winslow

Portfolio Manager

 

DOUG WINSLOW, CFA
VICE PRESIDENT, PORTFOLIO MANAGER

  • Joined Burgundy in 2007
  • 15+ years of combined professional experience

 

Learn More

Investment Team

Burgundy’s Investment Team consists of decentralized, autonomous, regional teams working in a unified, collaborative, idea-sharing environment in Toronto, Canada.

The Team concentrates on bottom-up fundamental research, frequently travelling around the world to study companies up close and meet with management teams face-to-face.

15

Portfolio Managers

17

Investment Analysts

440

Years Combined Experience

Ching Chang speaking at the Burgundy Forum with Anne Mette de Place Filippini and Rachel Davies

Contact us to learn more

 

KYLE COATSWORTH, CFA
VICE PRESIDENT, HEAD OF INSTITUTIONAL

  Kyle Coatsworth speaks with a client at the Burgundy Forum