Kenneth Broekaert

Ken’s passion for investing grew out of his interest in business. His interests were as a generalist within business, across business functions and industries, as well as outside of business across subjects such as philosophy, psychology, and math, which have also been useful for investing. His generalist interests led him to The Boston Consulting Group at the start of his career. A fascination he developed during that period was the study of how businesses can enhance or lose their competitive advantages. Then he discovered the writings of Warren Buffett and Benjamin Graham. Their teachings immediately resonated because the concept of value was embedded in him from his upbringing in a family with modest means and conservative financial views. One of his favourite Buffett concepts is to challenge yourself to make only 20 investment decisions in your life, which requires good judgement about the durability of the competitive advantages of businesses. Ken continuously challenges himself to own a concentrated portfolio of companies that Burgundy could own “forever” that earn stronger long-term returns for clients. Ken’s interests in business as a generalist, competitive strategy, and value investing have made Burgundy a very natural and happy home for him.

Burgundy Experience

  • Joined Burgundy in 2003
  • Appointed a Senior Vice President in 2010
  • Previous roles include: European equity Investment Analyst, Director of Research

Relevant Experience

  • 15+ years of combined professional experience
  • 4 years at The Boston Consulting Group, helping senior management of companies enhance competitive advantage and drive profitable growth

Education

  • CFA charterholder
  • MBA (Dean’s Honours List), Richard Ivey School of Business, University of Western Ontario
  • Honours Business Administration, Richard Ivey School of Business, University of Western Ontario
  • Ivey Scholar

Memberships and Community

  • Member, CFA Institute
  • Member, CFA Society Toronto
  • Director and Chair of Audit Committee, Loran Scholars Foundation
  • Judge, The Ben Graham Centre for Value Investing Stock Picking Competition