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. Four 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
  • Investment Committee Member, North York General Hospital Foundation

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