Investment Strategies
FOR INSTITUTIONS
Core Plus Bond at a Glance
Year Launched
2022
Geography
Primarily Canadian, U.S., and other fixed income
BURGUNDY’S INVESTMENT APPROACH FOR FIXED INCOME
- A vehicle for sophisticated investors seeking a portfolio of bonds issued by Canadian, U.S. and foreign corporations and governments
- The main objective is to generate positive incremental returns with minimal additional risk over the long term
- Burgundy believes the best way to achieve these goals is to identify attractive corporate bonds across the ratings spectrum, by concentrating on corporate credit analysis
Portfolio Breakdown
Fixed Income Allocation
Minimum 20% in government bonds. Maximum 35% in non-investment grade bonds. Maximum 80% in corporate bonds
Target Duration
+/- 3 years of the FTSE Canada Universe Bond Index
Credit Quality Allocation (%)
As at December 31, 2024.
Effective January 1, 2025, the Burgundy Core Plus Bond II Fund was renamed to the Burgundy Core Plus 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
