Investment Strategies
FOR INSTITUTIONS
Strategic Credit at a Glance
Year Launched
2005
Geography
Global 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 well-diversified portfolio of bonds 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
May invest in corporate bonds across the ratings spectrum, including those rated below investment grade
Maximum Allocation
Investments in non-investment grade bonds will be limited to 60%
Credit quality allocation (%)
As at December 31, 2024.
Effective January 1, 2025, the Burgundy Total Return Bond Fund was renamed to the Burgundy Strategic Credit Fund.
Derivatives such as swaps and forwards may be used to hedge against currency fluctuations.
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
