Burgundy Asset Management Ltd.

Kyle grew up in a tight-knit family with three brothers that are still his closest friends today. Through sports, especially his time as the captain of men’s varsity basketball at the University of Western Ontario, he learned valuable lessons in teamwork and competition that he has applied in his career. Kyle was initially attracted to Burgundy because of its reputation, but he has stayed because of the family atmosphere and culture. Kyle is head of Burgundy's U.S. Client Group, working alongside his team to maintain and strengthen existing client relationships and discover opportunities to form new partnerships with like-minded institutions.

Burgundy Experience

Joined Burgundy in 2013
Appointed a Vice President in 2016
Previous roles include: Private Client Relationship Management

Relevant Experience

10+ years of combined professional experience
Experience includes positions at: Manulife Asset Management, Fidelity Investments, Questrade Inc.

Education

CFA charterholder
Bachelor of Arts, University of Western Ontario

Memberships and Community

Member, CFA Institute
Member, CFA Society New York
Board Member, St. Michael's Young Leaders

Kyle Coatsworth, CFA

Vice President, Head of U.S. Client Group

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.