Investment Strategies
FOR INSTITUTIONS
Investment Grade Credit at a Glance
Year Launched
2018
Geography
Global credit
BURGUNDY’S INVESTMENT APPROACH FOR CORPORATE BONDS
- A vehicle for sophisticated investors seeking an attractive yield and an opportunity for capital appreciation
- An opportunity to invest in a portfolio of corporate credit investments with a focus on preserving capital while earning a fixed rate of return
- The main objective is to generate positive incremental returns with minimal additional risk over the long term
Portfolio Breakdown
Credit Quality
Minimum rating of BBB† (investment grade) at time of purchase. Maximum exposure of 80% to BBB-rated† bonds (based on time of purchase)
Government Bonds
Maximum 25% of portfolio market value
Regional Allocation (%)
As at December 31, 2023.
Effective January 1, 2025, the Burgundy Investment Grade Corporate Bond Fund was renamed to the Burgundy Investment Grade Credit Fund.
† BBB High, BBB and BBB Low, as rated by DBRS or equivalent rating agency.
Portfolio Manager
JAMES ARNOLD, CFA
VICE PRESIDENT, PORTFOLIO MANAGER
- Joined Burgundy in 2017
- 15+ 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
16
Investment Analysts
24
Average PM Years Experience
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KYLE COATSWORTH, CFA
VICE PRESIDENT, HEAD OF INSTITUTIONAL
