Burgundy Asset Management LTD.
Burgundy Asset Management Ltd. is a Canadian independent investment management firm headquartered in Toronto, Ontario. Founded in 1990, the firm primarily manages assets for private clients, foundations, endowments, and pensions, with a focus on serving high-net-worth individuals and institutional investors. As of mid-2025, Burgundy reports approximately 121 employees and manages billions in client assets globally.
Investment Strategy
Burgundy Asset Management is known for its disciplined, long-term, value-oriented approach to equity investing. The firm focuses on investing in high-quality companies with attractive valuations, strong business fundamentals, and sustainable competitive advantages. Burgundy emphasizes rigorous research, a bottom-up stock selection process, risk management, and a commitment to client alignment, often holding investments for extended periods to take advantage of compounding returns.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SSNC | SS&C TECHNOLOGIES HLDGS INC | 4.22% | $433.8M | 5,239,571 | $45.89 | $82.80 | +$624.3K |
P PRI | PRIMERICA INC | 3.55% | $364.9M | 1,333,473 | $79.52 | $273.67 | -$7.8M |
E EME | EMCOR GROUP INC | 2.76% | $283.7M | 530,457 | $161.18 | $534.89 | +$93.2M |
W WTW | WILLIS TOWERS WATSON PLC LTD | 2.67% | $274.0M | 894,007 | $222.23 | $306.50 | -$30.6M |
M MSFT | MICROSOFT CORP | 2.46% | $252.7M | 508,021 | $44.32 | $497.41 | +$59.6M |