BURGUNDY ASSET MANAGEMENT LTD.

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Adviser Profile
As of Date 04/03/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 146 -3.31%
of those in investment advisory functions 54 -10.00%
Registration SEC, Approved, 8/31/2001
AUM* 19,358,909,391 6.17%
of that, discretionary 19,358,909,391 6.17%
Private Fund GAV* 992,377,879
Avg Account Size 6,059,127 4.94%
% High Net Worth 43.63% -10.17%
SMA’s Yes
Private Funds 6
Contact Info (41 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Other investment advisers
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
26B 22B 19B 15B 11B 7B 4B
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count6 GAV$992,377,879

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Brochure Summary

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.