Craig Pho, CFA
Senior Vice President, Portfolio Manager
Area of Focus
- Asian equities
Craig attributes his career success to his upbringing. He was born and raised in the Canadian Prairies where his family instilled in him many personal attributes that have been valuable in his career. After studying in Canada and the U.S., it was a work opportunity that brought him to Asia where he found a passion and an interest in investing. Craig joined Burgundy in 1998 to help build firm expertise in Asian equities and has been building knowledge, experience and judgment in those markets ever since.
Burgundy Experience
- Joined Burgundy in 1998
- Appointed a Senior Vice President in 2004
Relevant Experience
- 25+ years of combined professional experience, including a position at Nomura Securities investment management subsidiary
Education
- CFA charterholder
- International MBA, York University
- Bachelor of Arts, Brown University
Memberships and Community
- Board Director, Treasurer, Dancing with Parkinson's
- Interim Chairman, Dancing with Parkinson's
- Member, CFA Society Toronto
- Member, CFA Institute
POSTS FROM THIS AUTHOR
Investing Internationally – Is it Worth the Effort?
The Journal | July 2022
Given the complexities of our geopolitical and macroeconomic environment, choosing to hide within our North American investment universe may feel like a comfortable alternative. So, with a diverse set...
Prices on the Rise
The Journal | November 2021
After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...
Is Japan Our Future?
The Journal | October 2020
On the heels of the Asian Financial Crisis that gripped much of the continent, Burgundy ventured into uncharted waters, launching its first strategy outside North America: Japan. After more than 20...
Beware the Risks
The Journal | September 2013
In my previous post, I listed the reasons why Burgundy invests in Japan, but I also alluded to the risks that exist. Let me illustrate with the story of Olympus...
Lying Down on the Highway: Reasons to Invest in Japan
The Journal | August 2013
Today, investors no longer pay much attention to Japan and most underweight their portfolios to Japanese equities or avoid the asset class altogether. Jesper Koll, one of the few long-standing...
Is Japan Our Future?
The View | July 2012
It has been 14 years since Burgundy began investing in Japanese stocks. While we have generated a reasonably positive rate of return, the experience has been challenging and at times frustrating....
Japan: One Year Later
The Journal | April 2012
It has been one year since the Great East Japan Earthquake. The earthquake and tsunami that followed killed over 15,000 people, rendered more than 320,000 homeless, and caused approximately US$200 bil...
Great Walls, Wide Moats & Red Flags
The View | October 2010
The People’s Republic of China’s rapid development is the envy of the world. The prospect of 1.3 billion people reaching income thresholds that usually portend rising personal consumption levels...