Charles Walker

Charles caught the investing bug early in life. Upon discovering the power of compounding, he invested the money he had saved from various odd jobs into a value fund run by Sir John Templeton. Curious by nature, Charles found that reviewing the list of holdings was fascinating. Later on, his passion for investing in high-quality businesses was cemented when he had the opportunity to meet Warren Buffett in Omaha. After spending more than 10 years as an Investment Analyst, Charles transitioned into a client-facing role working closely with Burgundy’s clients (including CEOs, CFOs and entrepreneurs) in Ontario, Alberta and British Columbia.

Burgundy Experience

  • Joined Burgundy in 2008
  • Appointed a Vice President in 2013
  • Previous roles include: U.S. institutional client relationship management, Canadian equity Investment Analyst

Relevant Experience

  • 15+ years of combined professional experience
  • Experience includes positions at: Foyston, Gordon & Payne Inc., AIM Trimark Investments, Morningstar Research Ltd.

Education

  • CFA charterholder
  • MBA, Richard Ivey School of Business, Western University
  • Honours Bachelor of Arts (Economics), Queen's University

Memberships and Community

  • Member, CFA Institute
  • Member, CFA Society Toronto
  • Volunteer Hockey Coach, Humber Valley Hockey Association

POSTS FROM THIS AUTHOR

CRM2, Time-weighted and Money-weighted Rates of Return

CRM2, Time-weighted and Money-weighted Rates of Return

December 2016

CRM2 refers to a new set of regulations put in place to enhance transparency in the investment industry, particularly around fees and performance....

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Measuring Investment Performance

Measuring Investment Performance

December 2016

Investment industry regulators have made a significant move to enhance transparency for investors regarding the method in which performance returns are reported. We see this as a positive for the ...

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