In investing, you can never hide from your results. James learned this lesson early on when he was participating in stock market competitions during university. James’ appreciation for a long-term, value-based approach to investing was cemented during these competitions as short-term performance was often uncorrelated to the quality or depth of research. For James, one of the most fascinating aspects of fixed income investing is examining the unique risks and characteristics of debt securities alongside company and industry analysis. While company fundamentals, and not macro-events, are the foundation of Burgundy’s investment theses, the close link between macroeconomic conditions and bond prices adds a welcome layer of analysis to the fixed income investing process.

Burgundy Experience

  • Joined Burgundy in 2017
  • Appointed a Vice President in 2018
  • Previous roles include: fixed income Investment Analyst

Relevant Experience

  • 15+ years of combined professional experience
  • Experience includes positions at: DBRS Ltd., Morningstar Research Ltd., Senior Portfolio Manager of fixed income investments at Canada Post Corp.


  • CFA charterholder
  • Honours Bachelor of Business Administration (Finance), Wilfrid Laurier University

Memberships and Community

  • Finance Committee member, Weston Golf and Country Club
  • Member, CFA Society Toronto
  • Member, CFA Institute