Investment Strategies
FOR INSTITUTIONS
Balanced Foundation at a Glance
Year Launched
2002
Geography
Global, including Canada
A RESPONSIBLE FOCUS ON BURGUNDY’S BOTTOM-UP INVESTMENT APPROACH
- Provide an investment alternative for foundations and endowments that require a long-term fixed income weighting of approximately 30%
- Managed according to Burgundy’s long-term, bottom-up value investment philosophy
- Invested according to Burgundy’s Responsible Investment Policy, which excludes companies directly producing tobacco, armaments and cannabis, as well as gambling-related companies
FIXED INCOME ALLOCATION
- Min. 20% in government bonds
- Max. 35% in non-investment-grade credit investments
- Max. 80% in corporate credit investments
Portfolio Breakdown
Position Sizing
Maximum 10% of market value in any one company
Target Duration
+/- 3 years of the FTSE Canada Universe Bond Index
Regional Allocation (%)
As at December 31, 2023.
Portfolio Manager
ANNE METTE DE PLACE FILIPPINI
SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER
- Joined Burgundy in 2008
- Portfolio Manager for Partners’ Global and Balanced strategies
- 30+ years of combined professional experience
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Investment Team
Burgundy’s Investment Team consists of decentralized, autonomous, regional teams working in a unified, collaborative, idea-sharing environment in Toronto, Canada.
The Team concentrates on bottom-up fundamental research, frequently travelling around the world to study companies up close and meet with management teams face-to-face.
14
Portfolio Managers
14
Investment Analysts
23
Average PM Years Experience
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KYLE COATSWORTH, CFA
VICE PRESIDENT, HEAD OF INSTITUTIONAL
