Andrew Iu, CFA
Vice President, Portfolio Manager, Director of Research
Area of Focus
- Canadian small-cap equities
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. Almost a decade 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
- 10 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
- Vice Chairman, Investment Committee, North York General Hospital Foundation
- Trustee, North York General Hospital Foundation
- Member, CFA Society Toronto
- Member, CFA Institute
POSTS FROM THIS AUTHOR
Research. Comes. First.
The Journal | April 2022
What does it mean to conduct investment research today? In an age when information is instant and readily available, you may ask how Burgundy manages to sift through the relentless...
Finding A Needle In A Haystack
The Journal | July 2021
Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...
A Rock Bottom Price
The View | November 2020
A recent bid on Rocky Mountain Equipment inspires this latest View from Burgundy. With an eye on Western Canada’s agricultural equipment environment, Portfolio Manager Andrew Iu, Canadian small cap...
Expecting the Unexpected
The Journal | February 2020
“It’s 6:30 in the morning and I’m checking my inbox for the first time. It’s early. It’s also earnings season, when most public companies are releasing their...
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...
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...
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 thoughts with...