The Search for Income

In this short conversation, Investment Counsellor Jessie Bobinski speaks with Portfolio Manager Stephen Shuttleworth for an exploration into Burgundy’s Partners’ Canadian Income Fund. In this discussion, Stephen offers insight into the fund’s objectives, breaks down the rationale behind its holdings, and shares how the mandate takes on a slightly different approach while still adhering to Burgundy’s core values.

Highlights of the session include:
  • 1:51: Objective of the Burgundy Partners’ Canadian Income Fund
  • 3:47: Composition of the fund
  • 10:16: Return expectations
  • 12:23: A uniquely Canadian opportunity

The transcript of the session has been edited for clarity.

 


This post is presented for illustrative and discussion purposes only. It is not intended to provide investment advice and does not consider unique objectives, constraints or financial needs. Under no circumstances does this post suggest that you should time the market in any way or make investment decisions based on the content. Select securities may be used as examples to illustrate Burgundy’s investment philosophy. Burgundy funds or portfolios may or may not hold such securities for the whole demonstrated period. Investors are advised that their investments are not guaranteed, their values change frequently and past performance may not be repeated. This post is not intended as an offer to invest in any investment strategy presented by Burgundy. The information contained in this post is the opinion of Burgundy Asset Management and/or its employees as of the date of the post and is subject to change without notice. Please refer to the Legal section of this website for additional information.

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