Matthew O'Meara (EN) - Burgundy Asset Management Ltd.

Matt grew up in Milton, a small town outside of Toronto. He attributes much of his success in life to values instilled in him by his parents, who taught him to work hard, act with integrity and always follow the golden rule, among many other lessons (Matt’s parents are both retired educators). Through his time as a varsity athlete at McMaster University and professional athlete in the Canadian Football League, Matt learned valuable lessons in teamwork, discipline and perseverance that he has applied in his professional life. Matt stumbled into value investing during his MBA and since then has been working to deepen and broaden his investor tool belt. Matt joined Burgundy in January 2018 and was attracted to the firm’s outstanding reputation for investment ability, professional integrity and putting clients' interests first.

Burgundy Experience

Joined Burgundy in 2018
Appointed a Vice President in 2021

Relevant Experience

5+ years of combined professional experience
Experience includes positions at: Sprucegrove Investment Management and RBC Wealth Management

Education

CFA charterholder
MBA, DeGroote School of Business
Bachelor of Arts, McMaster University

Memberships and Community

Member, CFA Society Toronto
Member, CFA Institute

Matthew O'Meara, CFA

Vice President, Investment Analyst

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.