Investment Strategies
FOR INSTITUTIONS
Emerging Markets Equity at a Glance
Year Launched
2010
Geography
• Emerging Markets equities
• Min. 5 countries
Market Cap
No restrictions
Number of Holdings
Concentrated: 25-45
Portfolio Breakdown
Active Share
82%
Average Annual Turnover
18%
Position Sizing
Maximum 10% of market value in any one company
Sector Limits
Maximum 40% of market value in any one sector
Regional Allocation (%)
As at December 31, 2024.
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 Emerging Markets Fund vs. MSCI Emerging Markets Index. Source: FactSet.
Average Annual Turnover
10-year 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. Newer strategies are calculated since inception. As of December 2023.
Portfolio Manager
CHING CHANG, CFA
VICE PRESIDENT, PORTFOLIO MANAGER
- Joined Burgundy in 2016
- 10+ years of combined professional experience
Learn More
Portfolio Manager
DIMITAR SHAPOV, CFA
VICE PRESIDENT, PORTFOLIO MANAGER
- Joined Burgundy in 2017
- 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.
14
Portfolio Managers
16
Investment Analysts
24
Average PM Years Experience
Contact us to learn more
KYLE COATSWORTH, CFA
VICE PRESIDENT, HEAD OF INSTITUTIONAL
