Burgundy Asset Management Ltd.

Evan grew up in the world of investing through his family’s financial planning practice. At a young age, Evan established a keen interest in value investing after reading “There’s Always Something to Do” by Christopher Risso-Gill, a book detailing the life and investment approach of legendary Canadian investor Peter Cundill. Since then, Evan has not looked back and has made it his mission to apply a value-oriented investment approach to analyzing fixed income securities for Burgundy’s portfolios.

Evan has been fortunate to have worked in a variety of different roles in the investment industry. He has worked at a small family-owned financial planning practice, a “big-6” bank, as well as one of Canada’s largest mutual fund companies. Evan joined Burgundy in 2015, working in the Private Client Group for three years prior to joining the Investment Team in 2018. Evan’s favourite thing about his current role as a Fixed Income Analyst is the opportunity to learn something new every day.

Burgundy Experience

Joined Burgundy in 2015

Relevant Experience

5+ years of combined professional experience, including a position at CI Investments

Education

CFA charterholder
Certified Financial Planner
Bachelor of Arts (Economics), McGill University

Memberships and Community

Member, CFA Institute
Member, CFA Society Toronto
Mentor, Capitalize for Kids

Evan Delaney, CFA

Investment Analyst

Notice to Non-Canadian Investors

The information contained on this Site does not constitute an offer or solicitation to buy or sell any investment fund or other product or service to anyone in any jurisdiction in which an offer or solicitation is not authorized or is unlawful.

Burgundy provides investment advisory services to non-Canadian persons and investors (including U.S. Persons) where permitted by law. Prospective investors who are not resident in Canada should consult with Burgundy to determine if these securities may lawfully be sold in their jurisdiction. By accepting these terms you acknowledge and represent that you are an investor resident in Canada. If you are not a Canadian resident, you may return to Burgundy’s Site by declining these terms.

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WHAT IS MiFID II?

The Markets in Financial Instruments Directive II (MiFID II) is a regulation that took effect January 2018 that aims to increase market transparency across the European Union (EU) through the standardization of the regulatory disclosures required for individual markets. It is one of the most significant regulatory changes to impact the global asset management industry. The MiFID II reforms cover a number of key topics including: best execution, conflicts of interest, bundled commissions, and payments for research & trading.

BURGUNDY’S APPROACH TO MiFID II

At Burgundy, we follow a disciplined, bottom-up, value-driven approach to investment research, supported by intensive fundamental research. We believe that conducting our own research is the backbone of our success. From time to time we have used external research paid for using broker commissions to supplement our own research, but we do not rely on external research in our decision-making.

We always approach our decision-making with the guiding principles of fairness and transparency in mind such that all our clients are treated equally.

As of January 3, 2018, Burgundy has gone execution-only on all trades and will absorb all external research costs related to our equity mandates for all clients, regardless of domicile. We will not pass these broker research commissions on to our clients, nor will our fees change as a result of this policy.