Burgundy Asset Management Ltd.

Overview

Burgundy Asset Management Ltd. is a corporation that runs active, equity-focused discretionary portfolios for both individual/family and institutional clients. The firm’s advisory scope includes direct portfolio management for individuals and small businesses, management of pooled vehicles, and sub-advisory work for business and institutional mandates. Investment activity tilts heavily toward listed equities — particularly exchange-traded shares — but Burgundy also integrates limited ETF exposure and maintains a deliberate allocation to private-market and commodity-related alternatives. The firm charges a mix of percentage-of-AUM and performance-based fees, and identifies as an active ESG investor, indicating ESG considerations are embedded in research and portfolio construction. Burgundy’s operating footprint and regulatory affiliations are broad: beyond investment advisory services it has ties across broker-dealer, trust, banking, futures and swap market infrastructures, suggesting the firm can execute and service complex mandates that span cash and derivative markets.

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Public Holdings

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Location & Offices