Burgundy Asset Management Ltd. » Lauren Davis Landau

Lauren joined the wealth management industry in 2004 and quickly learned it provided the balance she was looking for: satisfying an interest in business and investing while also helping others. She develops investment strategies tailored to the needs of Burgundy’s clients, while adapting her communication style to ensure those clients understand important concepts about investing. Lauren has helped clients through extreme market environments, including the 2008 financial crisis, by focusing on the importance of a sound investment plan and emotional discipline, both critical to investment success. What she appreciates most about Burgundy is the investment approach, the outstanding team, and of course, the client-first culture.

Burgundy Experience

Joined Burgundy in 2016

Relevant Experience

10+ years of combined professional experience
Most recently Vice President, Investment Counsellor at BNY Mellon Wealth Management, Advisory Services

Education

CFA charterholder
Honours Business Administration, Richard Ivey School of Business, University of Western Ontario
Ivey Scholar

Memberships and Community

Member, CFA Institute
Member, CFA Society Toronto

Lauren Davis Landau, CFA

Investment Counsellor

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.