Investment Strategies
FOR INSTITUTIONS
Canadian Bond at a Glance
Year Launched
1991
Geography
Canadian fixed income
BURGUNDY’S INVESTMENT APPROACH FOR FIXED INCOME
- A vehicle for sophisticated investors seeking an attractive yield and an opportunity for capital appreciation
- An opportunity to invest in a fixed income portfolio with a focus on preserving capital while earning a high, fixed rate of return
- The main objective is to generate positive incremental returns with minimal additional risk over the long term
Portfolio Breakdown
Credit Quality
Minimum rating of BBB† (investment grade) at time of purchase. Maximum exposure of 20% to BBB-rated† bonds (based on time of purchase)
Corporate Credit
Maximum 50% of portfolio market value
Regional Allocation (%)
As at December 31, 2023.
Effective January 1, 2025, the Burgundy Bond Fund was renamed to the Burgundy Canadian Bond Fund.
† BBB High, BBB and BBB Low, as rated by DBRS or equivalent rating agency.
Portfolio Manager
JAMES ARNOLD, CFA
VICE PRESIDENT, PORTFOLIO MANAGER
- Joined Burgundy in 2017
- 15+ years of combined professional experience
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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
