Stephen Shuttleworth

Stephen first joined Burgundy as an intern 11 years ago. During his internship, he quickly realized that Burgundy was the right environment to learn and practise the craft of investing because of its investment philosophy, independent research focus, and most importantly, its willingness to stand apart from the crowd. As an analyst on Burgundy’s Canadian large-cap team, he helps identify, analyze, and monitor both potential and existing portfolio companies.

Burgundy Experience

  • Joined Burgundy in 2006
  • Appointed a Vice President in 2016
  • Previous roles include: Fund Accountant, fixed income Investment Analyst

Relevant Experience

  • 5+ years of combined professional experience

Education

  • CFA charterholder
  • Honours Bachelor of Business Administration (Finance), Wilfrid Laurier University

Memberships and Community

  • Member, CFA Institute
  • Member, CFA Society Toronto