Investment Strategies
FOR INSTITUTIONS
Global Equity Foundation at a Glance
Year Launched
2018
Geography
• Global equities
• Max. 15% in emerging markets
Market Cap
Min. US$3 billion at initial purchase
Number of Holdings
Concentrated: 35-75
FOUNDATION SERIES
Invested according to Burgundy’s Responsible Investment Policy, which excludes companies directly producing tobacco, armaments and cannabis, as well as gambling-related companies.
Portfolio Breakdown
Concentrated: 35-75
86%
Average Annual Turnover
17%
Position Sizing
Maximum 10% of market value in any one company
Sector Limits
Maximum 40% of market value in any one sector
Regional Allocation
As at December 31, 2023.
Active Share
Active share measures the degree to which a fund differs from its respective benchmark — the higher the active share, the lower the fund’s correlation to its benchmark (100 being completely different from the benchmark and zero being a replica of the benchmark).
Active share is calculated for the Burgundy Global Equity Foundation Fund vs. the MSCI ACWI Index. Source: FactSet.
Average Annual Turnover
10-year average annual turnover is calculated using full calendar year portfolio turnover figures only. Partial inception year turnover figures are also excluded from the calculation, where applicable. Newer strategies are calculated since inception.
Portfolio Manager
KENNETH BROEKAERT, CFA
SENIOR VICE PRESIDENT, PORTFOLIO MANAGER
- Joined Burgundy in 2003
- 25+ 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
Contact us to learn more
KYLE COATSWORTH, CFA
VICE PRESIDENT, HEAD OF INSTITUTIONAL
