Investment Grade Corporate Bond at a Glance

Year Launched

2018

Geography

• Global fixed income
• Maximum 50% may be invested in U.S. dollar securities

BURGUNDY’S INVESTMENT APPROACH FOR CORPORATE BONDS

  • A vehicle for sophisticated investors seeking an attractive yield and an opportunity for capital appreciation
  • An opportunity to invest in a portfolio of corporate bonds with a focus on preserving capital while earning a 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 80% to BBB-rated† bonds (based on time of purchase)

Government Bonds

Maximum 25% of portfolio market value

Regional Allocation (%)
Regional allocation
Regional allocation

 

As at December 31, 2023.

† BBB High, BBB and BBB Low, as rated by DBRS or equivalent rating agency.

James Arnold

Portfolio Manager

 

JAMES ARNOLD, 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.

13

Portfolio Managers

17

Investment Analysts

469

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