Andrew Iu

Having invested in small-cap stocks for years in his personal portfolio, Andrew converted a hobby into a career by joining the Canadian small-cap team at Burgundy. Six years later, the depth and inefficiencies of the small-cap market continue to captivate Andrew. Beyond analyzing small-cap stocks, Andrew builds and develops Burgundy’s analyst team in his role as Director of Research. He enjoys working closely with the team and feels that setting analysts up for success is one of the most rewarding parts of his role.

BURGUNDY EXPERIENCE

  • Joined Burgundy in 2013
  • Appointed a Vice President in 2016
  • Appointed Director of Research in 2016

RELEVANT EXPERIENCE

  • 5+ years of combined professional experience, including a position at Goldman Sachs Investment Banking Division

EDUCATION

  • CFA charterholder
  • Bachelor of Commerce, Queen's University

MEMBERSHIPS AND COMMUNITY

  • Member, CFA Institute
  • Member, CFA Society Toronto
  • Vice Chairman, Investment Committee, North York General Hospital Foundation
  • Trustee, North York General Hospital Foundation

POSTS FROM THIS AUTHOR

Thinking Like a Private Investor

Thinking Like a Private Investor

The Journal | January 2015

Burgundy’s Investment Team researches numerous companies but invests in only a handful. To help us narrow down our potential investment universe, we use decision rules that point us toward ...

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What Motivates Senior Managers?

What Motivates Senior Managers?

The Journal | September 2014

When we study a company, an important step in our research process is to evaluate the CEO as a leader and fiduciary. Is this person going to protect and grow ...

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Top Quartile: A Survey of Canadian CEO Compensation Programs

Top Quartile: A Survey of Canadian CEO Compensation Programs

The View | September 2014

In 1998, we wrote about the unintended consequences that options have on manager behaviours in an issue of The View from Burgundy entitled “Stealing a Fortune.” We illustrated our ...

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