Burgundy Asset Management Ltd

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Assets, Funds, Holdings

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Burgundy Asset Management Ltd
CRD #114317
SEC #801-60503
CIK #
AUM $25.3 BB (100% Disc, 15% US)
Employees158 (36% Investors, 0% Brokers)
Phone416-869-3222
AddressBay Wellington Tower, 181 Bay Street, Ste 4510
Toronto, Ontario, M5J 2T3
Source IAPDexternal Websiteexternal LinkedInexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
UNP 117,760.0 500.1
UTX 108,590.0 442.5
JNJ 369,000.0 440.4
AZO 23,460.0 427.2
BBT 38,120.0 418.0
WBA 57,250.0 399.4
MSFT 865,660.0 361.1
ORCL 188,990.0 296.9
PM 138,730.0 288.0
SABR 5,870.0 286.5
View All
Holdings by Sector ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Burgundy Funds DST - Focus Asian Equity Portfolio 2016-03-18external
16.9
24.9
Other BBH Burgundy Emerging Markets Master Fund LP 2015-04-14external
651.2
660.7
Other Burgundy Funds Dst-Eafe Portfolio 2012-01-17external
83.0
89.1
Other Burgundy Funds DST - Emerging Markets Portfolio 2012-01-17external
302.7
243.2
Other Burgundy Funds DST - Global Equity Portfolio 2012-01-17external
277.5
319.7
Other Burgundy Funds Dst-Global Focused Opportunities Portfolio
14.8
Other Burgundy Funds DST - Smaller Companies Portfolio
152.7
Other Burgundy Funds DST Small/Mid Cap Portfolio
40.6
View All
Fund Directors # Filings # Firms 2011-2019
Christian Brunet 5 5
Brown Brothers Harriman Co 5 5
Custodial Trustee The Northern Trust Company 9 3
Delaware Trustee Wilmington Trust Company 8 2
Investment Manager of Issuer Burgundy Asset Management Ltd 4 1
Investment Manager Burgundy Asset Management Ltd 2 1
Investment Manager of Issuer Burgundy Asset Mangement Ltd 1 1
Comparable Firms State AUM ($BB)
Gartmore Investment Limited
26.1
Highland Associates Inc
AL
25.9
Lion Global Investors Limited
25.8
Scout Investments Inc
MO
25.7
Invesco Hong Kong Limited
25.5
Edgewood Management LLC
NY
25.0
Resources Investment Advisors LLC
KS
24.8
Aperio Group LLC
CA
24.7
BMO Private Investment Counsel Inc
24.6
Phillips Hager & North Investment Management Ltd
24.5