Rachel Davies

Analytical by nature, Rachel was attracted to the investment industry because of her interest in understanding the complex relationships between people, the economy and corporations. After 13 years on the investment management side of the business, she is excited to be able to share her experience and insight with clients. Having witnessed the invariable ups and downs of the industry, Rachel is empathetic to the emotions investing can cause. She is passionate about ensuring her clients are comfortable with the investing process in order to help them achieve their long-term financial goals with peace of mind.

Burgundy Experience

  • Joined Burgundy in 2017

Relevant Experience

  • 15 years of combined professional experience
  • Experience includes positions at: 1832 Asset Management, AGF Investment Management, RBC Capital Markets

Education

  • CFA charterholder
  • MBA, Schulich School of Business
  • Honours Bachelor of Science (Biochemistry), Queen's University

Memberships and Community

  • Board Member, Citadel + Compagnie
  • Member, Toronto CFA Society
  • Member, CFA Institute

POSTS FROM THIS AUTHOR

Minerva Issue 2: Invert, Always Invert

Minerva Issue 2: Invert, Always Invert

Minerva | October 2019

The past 30 years have truly been a spectacular period to be invested in stocks. A US$10,000 investment in the S&P 500 Index at the end of 1988 would have grown ...

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“Can You Get Hurt Jumping Out of a Basement Window?”

“Can You Get Hurt Jumping Out of a Basement Window?”

The Journal | November 2018

An Interview With Richard Rooney. Burgundy’s investing approach takes time and patience. And, perhaps most importantly, it takes some original thinking, intensive research ...

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Navigating a Trade War

Navigating a Trade War

The Journal | August 2018

“The ship was the pride of the American side coming back from some mill in Wisconsin. As the big freighters go, it was bigger than most with a crew ...

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