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

For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited for clarity.

Jessie Bobinski

Jessie Bobinski, CFA, CFP

Investment Counsellor

Stephen Shuttleworth

Stephen Shuttleworth, CFA

Vice President, Portfolio Manager

 


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