BURGUNDY ASSET MANAGEMENT - Key Persons
Job Titles:
- Investment Analyst
- in 2020 As an Investment Analyst
AbigailBibbingsjoinedBurgundyAssetManagementin2020asaninvestmentanalystwithafocusonU.S.largecapequities.AbigailearnedabachelorofbusinessadministrationdegreefromWilfrid...
WhenAbigailwasgrowingup,shewasthekidwho,whileonthequieterside,wasalwaysaskingquestions.Shehasalwayshadaconstantdesiretotryandunderstandwhytheworldworksinthewaythatitdoesandhowitmayevolveinthefuture.WhenAbigaillearnedaboutBurgundy'sboots-on-thegroundresearchandbottom-upinvestmentapproach,sheknewthatthiswaswhereshebelonged.AbigailisthrilledtobestartingherinvestmentcareerintheU.S.largecapuniverse,andtogainadeeperunderstandingofwhatmakesmanyoftheworld'slargestandmostinfluentialbusinessessucceed.
Job Titles:
- Director of Research
- Portfolio Manager
- Vice President
Havinginvestedinsmall-capstocksforyearsinhispersonalportfolio,AndrewconvertedahobbyintoacareerbyjoiningtheCanadiansmall-capteamatBurgundy.Almostadecadelater,thedepthandinefficienciesofthesmall-capmarketcontinuetocaptivateAndrew.Beyondanalyzingsmall-capstocks,AndrewbuildsanddevelopsBurgundy'sanalystteaminhisroleasDirectorofResearch.Heenjoysworkingcloselywiththeteamandfeelsthatsettinganalystsupforsuccessisoneofthemostrewardingpartsofhisrole.
Job Titles:
- Vice President
- Vice President, Investment Counsellor
Angelahas25+yearsofexperience,workingwithbothindividualinvestorsandinstitutionalorganizationstomeettheirlong-termgoals.AsanInvestmentCounsellor,Angela'sprimarygoalistoensureinvestorsunderstandhowtheirwealthisbeingmanagedandfeelempoweredtoaskquestions.
Job Titles:
- Vice President
- Vice President, Investment Counsellor
AnnejoinedBurgundytogaintheknowledgeandskillsrequiredtobecompetentandconfidentinmattersrelatedtoinvesting.Today,sheworkscloselywithindividualsandfamiliestoeducateandbuildtheirconfidenceininvesting.ShelaunchedTheWomenofBurgundy,whichhasgrowntomorethan1,000membersinnineyears,tobuildacommunitythatinspireswomentomakeinvestingapriority.
Job Titles:
- Vice President, Senior Relationship Manager
Anavidsailor,Ayrtoncandrawcountlessparallelstoinvesting.Hebelievesthemostimportantistoknowwhereyouwanttogo,deviseathoughtfulandrealisticstrategyandexecutewithoutregardforwhatothersaredoing.AyrtonwasdrawntoBurgundybecauseoftheirsharedbeliefs,particularlyBurgundy'stime-testedrecipeofqualityandvalue.Currently,heisworkingwithBurgundy'sclientsintheU.S.tohelpthemmanagetheunpredictabilityofcapitalmarketsinpursuitoftheirinvestmentobjectives.
Job Titles:
- Associate Investment Counsellor
BlakewasdrawntoBurgundyafterlearningaboutthefirm'sinvestmentphilosophyandcultureofhonesty,integrity,andputtingclientsfirst.AsamemberofthePrivateClientteam,heworkscloselywithhisclientstounderstandtheiruniquefinancialsituationanddevelopaninvestmentplantoachievetheirlong-termgoals.
Outsideoftheoffice,BlakeenjoyssnowboardingandexploringtheB.C.wilderness,oftenwithhisBernedoodle(Lady)byhisside.
Job Titles:
- Vice President, Investment Counsellor
GrowingupinQuebecCity,Carolinewascuriousabouttheworldandhowpeoplelivedoutsideofhercozyhometown.ThiscuriositywaswhatdroveCarolinetostudyfinance,bringinghertoMontreal,OttawaandToronto.Afterworkinginthemortgageindustryduringthe2008financialcrisis,shehadtheopportunitytoworkininvestorrelationsforaprivateequityfirm.Workinginprivateequitytaughtheranimportantlessonforlong-terminvestors:owningstocksmeansowningapartialinterestinarealbusiness.ThisphilosophyiswhatledCarolinetojoinBurgundyin2011.AfterworkingwithU.S.institutionalclientsforfiveyears,CarolinewasdelightedtoreturntoherhomeprovincetojoinBurgundy'sQuebecprivateclientoffice.Sheishonouredtoworkwithanexperiencedteam,helpaccomplishedindividualsachievetheirfinancialgoalsandservehercommunitythroughvariousactivities.
Job Titles:
- Vice President, Investment Counsellor
Charlescaughttheinvestingbugearlyinlife.Upondiscoveringthepowerofcompounding,heinvestedthemoneyhehadsavedfromvariousoddjobsintoavaluefundrunbySirJohnTempleton.Curiousbynature,Charlesfoundthatreviewingthelistofholdingswasfascinating.Lateron,hispassionforinvestinginhigh-qualitybusinesseswascementedwhenhehadtheopportunitytomeetWarrenBuffettinOmaha.Afterspendingmorethan10yearsasanInvestmentAnalyst,Charlestransitionedintoaclient-facingroleworkingcloselywithBurgundy'sclients(includingCEOs,CFOsandentrepreneurs)inOntario,AlbertaandBritishColumbia.
Job Titles:
- Portfolio Manager
- Vice President
- Vice President, Portfolio Manager / Emerging Markets
Sincehighschool,Chinghasbeeninterestedininvestingbecauseitcombineshisloveforpsychology,philosophy,economicsandmathematics.ChingbelievesthatBurgundy'squalityvalueapproachandlong-termorientationmatchesperfectlywithhowheapproachesinvesting.AsamemberoftheEmergingMarketsteam,ChingputsBurgundy'sinvestmentphilosophytoworkinregionswheremarketsarestillnotefficient.Thisapproachprovidesopportunitiesforinvestorswillingtoconductdeepfundamentalanalysistouncoverpotentiallyprofitableinvestmentideas.
Job Titles:
- Investment Analyst
- Investment Analyst / Emerging Markets Equities
GrowingupinGuangzhou,ChiragwitnessedtherapidgrowthoftheChineseeconomyandwasamazedbytheintelligentbusinessownerswhotookadvantage.Duringhistimeinuniversity,heappliedhisknowledgeandbeganinvestingincompanieswiththesequalitybusinessmodelsandincrediblemanagementteams.Thisfascinationledhimtoafour-monthinvestmentinternshipatBurgundy,whichconfirmedthatthiswastherightcareerforhim.
Job Titles:
- Investment Analyst
- Vice President
Christianwasinitiallyattractedtothequantitativeaspectsoffinanceanddecidedtopursueacareerininvestingduringhisfirstyearofuniversityin2008.Whilelearningabouttheefficientmarkethypothesis,Christianwassimultaneouslywitnessingthegreatestfinancialcrisisinrecenthistory.Thisearlyexperiencetaughthimaboutthepotentialformarketstobehaveinefficientlyduringperiodsofirrationalexuberanceandcementedtheconceptofcapitalpreservationanddownsideprotectioninhismindforever.Overthefollowingyears,Christiantailoredhisinvestmentapproachtocloselyreflecthispersonalbeliefs.Burgundy'sphilosophyofowninghigh-qualitybusinessesthroughavalueframeworkisperfectlyalignedwiththesebeliefsandChristianlooksforwardtocontinuingtodevelophisskillsetwithinBurgundy'suniquelearningculture.
Job Titles:
- Portfolio Manager
- Senior Vice President
Craigattributeshiscareersuccesstohisupbringing.HewasbornandraisedintheCanadianPrairieswherehisfamilyinstilledinhimmanypersonalattributesthathavebeenvaluableinhiscareer.AfterstudyinginCanadaandtheU.S.,itwasaworkopportunitythatbroughthimtoAsiawherehefoundapassionandaninterestininvesting.CraigjoinedBurgundyin1998tohelpbuildfirmexpertiseinAsianequitiesandhasbeenbuildingknowledge,experienceandjudgmentinthosemarketseversince.
Job Titles:
- Investment Analyst
- Investment Analyst / Emerging Markets
Davidmadehisfirst"investment"inGrade6ofelementaryschoolwhenheboughtaScytherPokemoncardfor$0.25,whichhepromptlysoldfor$0.50thefollowingday.Sincethebeginningofhiscareer,he'sbeentrying(unsuccessfully)toreplicatethatrateofreturn.
DavidwasborninChinaandeducatedinNorthAmerica.ThisrichbackgroundleadshimtobemotivatedeverydaytodelveintothedynamiceconomiesofEmergingAsia.HelooksforwardtoresearchingandanalyzingprospectiveinvestmentsthatareinlinewithBurgundy'squality-valueinvestmentphilosophy.
Job Titles:
- Portfolio Manager
- Senior Vice President
Davidboughthisfirststockin1979whenhewas11.Althoughhebackedupthetruckand"averageddown"threeyearslater,thecompanywentbankrupt.ThatpainfulexperienceinspiredDavidtodedicatehisprofessionallifetodevelopinganunderstandingofhowtobeasuccessfulinvestor.Thefactthatthisambitionisanever-endingworkinprogressisoneofthethingsDavidlovesaboutinvesting.
Job Titles:
- President & CEO of the Centre for Addiction
Job Titles:
- Portfolio Manager
- Vice President
- Vice President, Portfolio Manager / Emerging Markets
Dimitarfirstbecameinterestedinvalueinvestingaftertakingapostgraduateclasstaughtbyasuccessfulvalueinvestor.AfterreadingMarginofSafetybySethKlarman,whichwasusedasanintroductorytexttotheclass,hewasconvincedbythesimplicityofinvestinginsecuritiestradingatadiscounttounderlyingvalue,anditslonghistoryofdeliveringstronginvestmentresultswithlowerdownsiderisks.HeappliesthisphilosophydailytofindingopportunitiesintheEmergingMarketsspace.
Job Titles:
- Investment Analyst
- Vice President
Growingup,Donaldhadalwaysbeeninterestedinbusiness.Oneyear,hereceivedthebookTheWarrenBuffettWayforChristmas.ThiswasDonald'sintroductiontotheworldofvalueinvestingand,tohim,itsimplyjustmadesense.Buyabusinessatamarginofsafetytowhatitisintrinsicallyworth.ItwasasimpleconceptthatstuckwithDonaldandmotivateshimasavalueinvestoreachday.AsanInvestmentAnalystcoveringsmall/mid-capU.S.equities,Donaldenjoysworkingalongsideanoutstanding,thoughtfulteaminadynamicinvestmentuniverse.
Job Titles:
- Portfolio Manager
- Vice President
- Vice President and Portfolio Manager of U.S. Equities
Dougstumbleduponvalueinvestingduringthelate1990stechboom.BenjaminGraham'sinvestmentclassics-SecurityAnalysisandTheIntelligentInvestor-openedhiseyestoarationalapproachtoinvestingandmadeanindelibleimpressiononhisviewsofthefinancialmarkets.DougiscurrentlyresponsibleforBurgundy'sinvestmentsinU.S.large-capequities.Whilethevaluephilosophyisthefoundationofhisapproach,heactivelystudiesdisruptivebusinesstheorytohelpunderstandthedynamicbusinessenvironmentintheU.S.
Job Titles:
- Vice President, Investment Counsellor
GregpursueshispassionsforvalueinvestingandhelpingothersbyeducatingBurgundy'sclientstobecomebetterinformedaboutinvesting.Hebelievesthatunderstandingthesimplicityandtransparencyofthefirm'sprocessenablesinvestorstomakegoodfinancialdecisions,andGregenjoysworkingwithhisclientstothisend.
Job Titles:
- Investment Analyst
- Investment Analyst / Emerging Markets
Duringhisstudies,Gustavolearnedmanyskillsthatwouldprovevaluablewhenhebeganhiscareerinvalueinvesting.Conductingexperimentsinmaterialssciencetaughthimtheimportanceofsourcingreliabledataandanalyzingitobjectively.InterningininvestmentbankingforDebtOriginationandDistribution,Gustavolearnedthatsuccessfulcompaniesareorganizedaroundtheirclients.Theirteam,cultureandprocessesarealldesignedinawaythatsupportworkingintheclient'sbestinterests.Currently,GustavoisapplyingtheselessonstoidentifyqualitycompaniesinhisroleasanInvestmentAnalystatBurgundy.
HayleyWickenheiserisknownasoneofthegreatestCanadianhockeyplayerstoeversetfootontheice.ShewasamemberofCanada'swomen'snationalteam...
InvestmentAnalystIrenaPetkovicinvitesusintoherfirstyearatBurgundy,whichhappenedtocoincidewiththeyearofCOVID-19.Inthisexploratorypiece,Irenadelvesintotheworld...
Growingup,Irenawasanavidreader,writerandtennisplayer,andwasdrawntoinvestingduetothesimilarinterplaybetweennarratives,strategyandcompetition.IrenahasastrongappreciationforBurgundy'sbottom-upinvestmentapproachanditsfocusonlong-termvalue.Sheislookingforwardtotheopportunityforcontinuouslearning,especiallywithintheCanadiansmall-capuniverse.
Job Titles:
- Portfolio Manager
- Vice President
- Hear Portfolio Manager
Ininvesting,youcanneverhidefromyourresults.Jameslearnedthislessonearlyonwhenhewasparticipatinginstockmarketcompetitionsduringuniversity.James'appreciationforalong-term,value-basedapproachtoinvestingwascementedduringthesecompetitionsasshort-termperformancewasoftenuncorrelatedtothequalityordepthofresearch.ForJames,oneofthemostfascinatingaspectsoffixedincomeinvestingisexaminingtheuniquerisksandcharacteristicsofdebtsecuritiesalongsidecompanyandindustryanalysis.Whilecompanyfundamentals,andnotmacro-events,arethefoundationofBurgundy'sinvestmenttheses,thecloselinkbetweenmacroeconomicconditionsandbondpricesaddsawelcomelayerofanalysistothefixedincomeinvestingprocess.
JamesfirstdiscoveredinvestingafterreadingTheSnowball:WarrenBuffettandtheBusinessofLifeinthe10thgrade.HewasfascinatedbyBuffett'sstoryandboughthisfirststockshortlythereafter,ignitingapassionforbusinessandinvestingthathasonlygrownwithtime.JamespreviouslycompletedtwointernshipsatBurgundywiththeU.S.large-capandCanadianlarge-capteams,whereheimmediatelyidentifiedwiththefirm'sbottom-up,owner-orientedinvestmentphilosophyandfocusonwinningoverthelongterm.Heconsidershimselffortunatetohavereceivedsuchgreatmentorshipduringhistimeasaninternandjumpedatthechancetotransitionfull-timetotheU.S.small/mid-capequityteam.
Job Titles:
- Editor of Grant's Interest Rate Observer and Guest Speaker at Burgundy 's 2000 Client Day
- Financial Journalist
JimGrant,theeditorofGrant'sInterestRateObserverandguestspeakeratBurgundy's2000ClientDay,oncewroteinatypicallyelegantformulationthat"thetrickythingabout...
Job Titles:
- Chancellor of Toronto Metropolitan University
JessiebringstoBurgundymorethan20yearsofwealthmanagementexperience.JessiehasdedicatedhercareertoworkingdirectlywithhighnetworthfamiliesinpredominatelyadiscretionaryportfoliomanagementcapacitywithPhillips,Hager&North,MDPrivateInvestmentCounselandDixonMitchellInvestmentCounsel,priortojoiningBurgundyinMarch2020.BornandraisedinSaskatchewan,Jessieembodiesthecaringspiritofasmallcommunitywhichisreflectedintheservicesheprovidestoclients.JessieisanactivememberoftheVancouverinvestmentcommunityandisinvolvedinadvocacyeffortsincludingfinancialliteracyandchampioningwomenininvestmentmanagementinitiatives.
Job Titles:
- Vice President, Investment Counsellor
Afteranextensivecareerwithinsurancecompaniesandinstitutionalinvestmentmanagement,Jockwantedtoleveragethisexperiencetohelpindividualsandfamiliesmeettheirlong-termfinancialgoals.HehadalwaysbeenimpressedbyBurgundy'sstrongreputation,focusonvalueanddedicationtoclientcare.HewasthrilledtojointhePrivateClientGroupandhasbeenanactivememberoftheBurgundyteameversince.
Jockvaluesthetimehehasdevotedtothecommunity.Inadditiontohiscurrentmemberships,hewasaformerDirectoroftheGraniteGolfClubandWestParkHealthcareCentreFoundation,andservedasPresidentandaDirectorofTheBadminton&RacquetClub.
Job Titles:
- Chief Administrative Officer
- General Counsel
- Vice President
Juliehasmorethan20yearsofexperienceworkingintheinvestmentmanagementindustryasalawyer,advocateandregulator.AsChiefAdministrativeOfficerandGeneralCounsel,sheoverseesthegeneraloperationsofthefirm,includingLegal&Compliance,BusinessSystems&InformationTechnology,Finance,Operations,Trading,CommunicationsandEmployeeRelations.Juliedoesnothesitatetochallengethestatusquoandstrivestoleadinnovationandexecutethefirm'sstrategicprioritiestoensureBurgundy'sclientandbusinessneedsaremet.
Karen Mintz - Chief Compliance Officer, VP
Job Titles:
- Associate General Counsel
- Chief Compliance Officer
- Vice President
Karenhasprovidedlegal,regulatory,governance,andcomplianceadviceasatrustedadvisortoclientsinavarietyofindustries,includingassetmanagement,banking,andprivateequity.AsChiefComplianceOfficer&AssociateGeneralCounsel,sheprovideslegaladviceandisresponsibleformanagingBurgundy'scomplianceprogramandregulatoryrisk.Karenfavoursacollaborative,practical,andbusiness-mindedapproachtosolvingproblemsandworkshardeachdaytoearnandmaintainthetrustofclientsandcolleagues.
Job Titles:
- Vice President, Investment Counsellor
SincejoiningBurgundy,Katehasfocusedoncreatingmeaningfulrelationshipswithclientstohelpthemachievetheirfinancialgoals.Burgundy'sinvestmentphilosophyisbuiltonapplyingalong-termviewandKateappliesthistobothinvestmentportfoliosandherrelationshipswithclients.KatechoseBurgundybecauseitsteamsarealsobuiltforthelongterm.Sheworkseverydaywithagroupofpassionate,smart,like-mindedpeoplewhoensurethateachclientreceivesservicetailoredtohisorherneeds.Outsideoftheoffice,Katemaintainsherrelationship-firstphilosophy,spendingtimewithherfriendsandfamily,travelling,pursuingfitnessgoalsandenjoyingthefamilycottage.
Job Titles:
- President of the T.R. Meighen Family Foundation
Job Titles:
- Portfolio Manager
- Senior Vice President
Job Titles:
- Institutional Relationship Manager
KimberlyNemethjoinedBurgundyAssetManagementin2017withafocusoninstitutionalclientrelations.KimberlyearnedaBachelorofArts(Mathematics)atBardCollege,andisCo-PresidentofBurgun...
Kimberly'sstrongworkethic,inquisitivenature,anddesireforcontinuedlearninghavebeenthebiggestdriversofhercareer.HavingadmiredBurgundyforitscultureofhonesty,integrity,andputtingclientsfirst,Kimberlyjoinedin2017.AsaRelationshipManager,shelooksforwardtoservingherclientsbyunderstandingandmeetingtheirchallengesanddevelopingatrustingrelationshipwhileconsistentlylearningandgrowinginherrole.
Job Titles:
- Vice President, Head of Institutional
Kylegrewupinatight-knitfamilywiththreebrothersthatarestillhisclosestfriendstoday.Throughsports,especiallyhistimeasthecaptainofmen'svarsitybasketballatWesternUniversity,helearnedvaluablelessonsinteamworkandcompetitionthathehasappliedinhiscareer.KylewasinitiallyattractedtoBurgundybecauseofitsreputation,buthehasstayedbecauseofthefamilyatmosphereandculture.KyleisHeadofInstitutional,workingalongsidehisteamtomaintainandstrengthenexistingclientrelationshipsanddiscoveropportunitiestoformnewpartnershipswithlike-mindedinstitutions.
Kyle'spassionforinvestingderivesfromhislongstandingdesiretolearnandconquercomplexconcepts.AfterreadingBenjaminGraham'sbook,TheIntelligentInvestor,ontherecommendationofafriend,Kylebeganpersonallyinvestingandcontinuestoactivelyimproveandrefinehisapproach.ForKyle,thechallengeofresearchingandunderstandingthefundamentalsofabusinessisinherentlyrewarding.HebelievesBurgundy'slong-termownershiporientationandvalue-driveninvestmentphilosophyalignsperfectlywithhisown.Aboveall,Kyleprideshimselfonhisworkethic,independentthinkingandintegrity.
Kylegrewupplayingavarietyofsportsandremainsanavidrunnertoday.Hebelievesthatmanyofthequalitiesrequiredtobeasuccessfulrunnersuchasdiscipline,consistencyandpatienceareequallyapplicabletosuccessfulinvesting.ItwasBurgundy'sinvestmentphilosophyofthinkinglikeowners,withafocusonlong-termabsolutereturns,thatattractedKyletothefirm.KyleenjoysthecontinuouslearningexperiencethatinvestingbringsandiscurrentlyenamouredwithhisresearchintoEuropeanbusinesses.
Job Titles:
- Vice President, Investment Counsellor
Laurenjoinedthewealthmanagementindustryin2004andquicklylearneditprovidedthebalanceshewaslookingfor.Notonlydiditsatisfyherkeeninterestinbusinessandinvesting,italsoallowedhertohelpothers.Laurenworkscloselywithindividualsandfamiliestodevelopinvestmentstrategiesthataretailoredtotheiruniqueneedswhileprioritizingclearcommunicationandanexcellentlevelofservice.Throughtimesofextrememarketenvironments,includingthe2008financialcrisisandthe2020pandemic,Laurenhashelpedclientsbyfocusingontheimportanceofasoundinvestmentplanandemotionaldiscipline,bothcriticaltoinvestmentsuccess.WhatsheappreciatesmostaboutBurgundyistheinvestmentapproach,theoutstandingteam,and,ofcourse,theclient-firstculture.
Job Titles:
- Vice President, Investment Analyst / European Equities
Job Titles:
- Vice President, Investment Counsellor
Job Titles:
- Vice President, Head of Private Client Group
Job Titles:
- Investment Analyst
- Vice President
Job Titles:
- Investment Analyst
- Vice President
Job Titles:
- Vice President, Head of Canadian Institutional Group
Job Titles:
- in Conversation With Our Chief Investment Officer
MinervaIssue4:InConversationwithourChiefInvestmentOfficer
Minerva|April2021
InMarchof2021,Burgundy'svicepresidentsLisaRitchieandAnneMaggisanosatdownwithBurgundyChiefInvestmentOfficerAnneMettedePlaceFilippini.AnneMettereflectsonayear...
Thepast30yearshavetrulybeenaspectacularperiodtobeinvestedinstocks.AUS$10,000investmentintheS&P500Indexattheendof1988wouldhavegrown...ReadMore
TheinauguralissueofMinerva,apublicationbytheWomenofBurgundy.Thismagazineisasharedefforttofostercuriosity,confidenceandcontinualgrowthforwomenasinvestors....ReadMore
InNovemberof2020,inthemidstoftheCOVID-19pandemic,theWomenofBurgundyhostedaconversationbetweenCiscoCanada'svice-presidentofcorporateaffairs,WillaBlack,andBurgundy's...ReadMore
Job Titles:
- Associate Investment Counsellor
Job Titles:
- Vice President, Deputy Portfolio Manager
Job Titles:
- Vice President, Investment Counsellor
Job Titles:
- Vice Chair and Co - Founder / Portfolio Manager for EAFE Equities
Job Titles:
- Senior Institutional Relationship Manager
Job Titles:
- Portfolio Manager
- Vice President
Job Titles:
- Portfolio Manager
- Senior Vice President
Job Titles:
- Global Equities Product Specialist
Job Titles:
- Associate Investment Counsellor
Job Titles:
- Portfolio Manager
- Vice President
WarrenBuffett'sannualshareholderletterisalwaysamajoreventatBurgundyandthisyearwasnoexception.ThereleaseoftheletteronMarch1st,aFridayafternoon,...
Job Titles:
- Senior Institutional Relationship Manager