Investment Approach

Disciplined icon

DISCIPLINED

Bottom Up icon

BOTTOM UP

Benchmark-agnostic icon

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
SENIOR VICE PRESIDENT, HEAD OF INSTITUTIONAL

  Kyle Coatsworth speaks with a client at the Burgundy Forum