Overview
Burgundy is an independent, value-focused global investment manager committed to preserving our
clients’ capital while providing long-term strong investment returns. Burgundy manages investments
globally with the belief that owning outstanding businesses, at attractive valuations, generates strong
long-term performance. Burgundy was incorporated in 1990 and commenced investment management
operations in Toronto, Canada in May 1991. Since the firm’s inception, Burgundy has remained 100%
independent and employee-owned. Burgundy’s senior partners are the firm’s majority shareholders.
The senior partners are: Tony Arrell (who holds shares through a personal holding company, Laucam
Holdings Ltd.), Robert Sankey, Richard Rooney (who holds shares through his personal holding
company, 1000532722 Ontario Inc.), David Vanderwood (who holds shares through a personal
partnership, Bam DV Investment Partnership 2), Craig Pho, Ken Broekaert (who holds shares through
a personal partnership, Bamvest KB Investment Partnership), Anne-Mette de Place Filippini, Jennifer
Dunsdon, Steve Boutin, and Kyle Coatsworth. The principal owners are Tony Arrell (who holds shares
through a personal holding company, Laucam Holdings Ltd.) and Richard Rooney (who holds shares
through his personal holding company, 1000532722 Ontario Inc.)
Types of services offered
Burgundy offers discretionary investment management services to institutions (foundations,
endowments and pension funds) and private individuals through separately managed accounts and
commingled funds.
Commingled Funds
Burgundy has created a series of commingled products that are managed in accordance with their stated
investment objectives and strategies and are not tailored to any particular investor. Burgundy’s
commingled products are designed to be an efficient and cost-effective method of investing, and are
not subject to sales or redemption charges.
Separately Managed Accounts
For accounts with very specific needs that may not be met through our commingled products, we offer
separately managed portfolios holding individual securities directly. The investments for each separate
account are managed in accordance with a client’s investment objectives and various restrictions and
limitations that are negotiated with or provided by such client. Such restrictions and investment
limitations are monitored by Burgundy using compliance systems and other techniques, and may be
changed from time to time as Burgundy and the client may agree or according to the client’s
instructions or specific restrictions, as the case may be.
Assets Under Management
As of June 30, 2023, Burgundy managed approximately US$19 billion in assets, on a discretionary basis.
Burgundy does not manage any assets on a non-discretionary basis.
Wrap Fee Programs
Burgundy does not participate in wrap fee programs.