Burgundy Asset Management Ltd. » Richard E. Rooney
Richard Rooney

After many years of education and practice in the investment management field, Richard read some essays by Warren Buffett and was smitten. Here was someone who actually carried out Einstein’s instruction that things should be as simple as possible but no simpler! Trying to apply this simple and sensible approach to investing, finding like-minded people to apply it globally, and writing about it and discussing it, have been the best parts of his day job ever since.

As Chief Investment Officer of Burgundy for the past 20 years, Richard has helped build an investment department that is supportive of thoughtful risk-taking, humble and dispassionate about acknowledging and learning from mistakes, and that bases its decisions on carefully marshalled evidence and strict valuation work.

Burgundy Experience

  • Joined Burgundy in 1995
  • Appointed President, Chief Investment Officer in 1997

Relevant Experience

  • 35+ years of combined professional experience
  • Experience includes positions at: Price Waterhouse, Sun Life, AMI Partners

Education

  • CFA charterholder
  • Fellow of CPA Ontario
  • MBA, Richard Ivey School of Business, University of Western Ontario
  • Bachelor of Arts, University of Toronto

Memberships and Community

  • Member, CFA Institute
  • Member, CFA Society Toronto
  • Member, CPA Ontario
  • President, Art Gallery of Ontario Foundation
  • Board Member, Governance Committee Member, Stratford Shakespeare Festival
  • Board Member, Princess Margaret Cancer Foundation
  • Board Member, Historica Canada
  • Board Member, Heritage Project