U.S. Mid Cap Equity at a Glance

Year Launched

2018

Geography

• U.S. equity
• Max. 10% in foreign equities

Market Cap

Between US$1.5 billion and
US$20 billion at initial purchase

Number of Holdings

Concentrated: 15-40

Portfolio Breakdown

Active Share

97%

Average Annual Turnover

11%

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 U.S. Mid Cap Equity Fund vs. the S&P MidCap 400 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.

Steve Boutin

Portfolio Manager

 

STEVE BOUTIN, CFA
SENIOR VICE PRESIDENT, PORTFOLIO MANAGER

  • Joined Burgundy in 2012
  • 30+ years of combined professional experience

 

Learn More
Oliver Cardoso

Deputy Portfolio Manager

 

OLIVER CARDOSO, CFA
VICE PRESIDENT, DEPUTY PORTFOLIO MANAGER

  • Joined Burgundy in 2016
  • 5+ 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