Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.

Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term.

Founded in 1990, Burgundy began investing for clients in 1991. Our central mission is to protect and build the capital of our clients, who are seeking strong, long-term, absolute returns versus short-term, relative performance. We remain independent and employee owned, and invest alongside our clients so that our investment interests are directly aligned.

Investment Management

Burgundy Asset Management Ltd.

Allan Macdonald

Anne Mette De Place Filippini

Jennifer Dunsdon

Steve Boutin

Mathew Harrison

Robyn Ross

David Vanderwood

Dave Borg

Craig Pho

Kenneth Broekaert

Jaclyn Moody

Julie Cordeiro

Mark Keil

The Investment Team at Burgundy Asset Management Ltd. is responsible for identifying and managing investment opportunities that align with the company's bottom-up, value-driven investment approach. This team conducts intensive fundamental research to uncover strong, undervalued companies capable of delivering solid, long-term absolute returns. Key responsibilities include investment counselling, portfolio management, investment reporting, client relationship management, trading operations, and ensuring that both sustainability and institutional requirements are met. The team collaborates closely to protect and build client capital through strategic, client-aligned investments.

Investment Team

Leadership Team

Investment Management Team

Investment Team

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Team members

Other teams at Burgundy Asset Management Ltd.

Leadership Team

Investment Management Team