Oliver developed a passion for investing in university while picking stocks as Chair of the Queen’s University Investment Counsel. After graduation, his career took him to New York, where he worked in investment banking and private equity, and was actively involved in the acquisition of several private companies. During this experience, he learned the skills of in-depth, bottom-up fundamental analysis and developed an appreciation for the paramount importance of meeting with companies to assess the quality of their management teams. Attracted by Burgundy’s long-term, value-driven investment philosophy, Oliver returned to Canada to join Burgundy’s small- and mid-cap equities team in 2016.

Burgundy Experience

  • Joined Burgundy in 2016
  • Appointed a Vice President in 2020

Relevant Experience

  • 5+ years of combined professional experience
  • Experience includes positions at: Onex Partners, Goldman Sachs Investment Banking Division

Education

  • CFA Charterholder
  • MBA, Harvard Business School
  • Bachelor of Commerce (Honours, First Class), Queen's University

Memberships and Community

  • Member, CFA Institute
  • Member, CFA Society Toronto

POSTS FROM THIS AUTHOR

Prices on the Rise

Prices on the Rise

The Journal | November 2021

After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...

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