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H. Anthony Arrell
Chairman & CEO
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Richard E. Rooney, FCA, CFA
President & CIO
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Kenneth A. Broekaert, CFA
Senior Vice President
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Ken Jesudian, CFA
Senior Vice President
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Allan MacDonald
Senior Vice President
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Stephen G. Mitchell, CFA
Senior Vice President
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Craig Pho, CFA
Senior Vice President
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David P. Vanderwood, CFA
Senior Vice President
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Steve Boutin, CFA
Vice President
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Anne-Mette De Place Filippini
Vice President
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Vincent E. Hunt, CFA
Vice President
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Vice President and Director of Research
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Robert Sankey, CFA
Vice President and Director of Research
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Doug Winslow, CFA
Vice President
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Andrew Choi
Investment Analyst
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Jeff Daley
Investment Analyst
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Natsuko Douglas, CFA
Investment Analyst
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Eugene Profis, CFA
Investment Analyst
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Carla Robinson
Investment Associate
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Alexander Ryzhikov
Investment Analyst
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Stephen Shuttleworth
Investment Analyst
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Benjamin Sinclair
Investment Analyst
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Charles Walker, CFA
Investment Analyst
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Mona Zhang
Investment Analyst
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H. Anthony Arrell
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Tony started his career in 1969 as an investment analyst at Pitfield, Mackay, Ross.
In 1977, Tony joined Gardiner Watson Limited where he helped to develop the research
department’s respected value-oriented research. From the start he worked closely
on investments with George Gardiner, the firm’s Chairman and a highly regarded
businessman and investor. In 1979, Tony was appointed President and CEO of Gardiner Watson.
Tony subsequently joined Wood Gundy as Director of Research, later becoming Head of Wood
Gundy’s equity division. For three years he managed Wood Gundy’s U.S. operations
as President and CEO, headquartered in New York. In 1988, following the sale of Wood Gundy
to CIBC, Tony became Chairman and CEO of Walwyn Inc., which two years later acquired Midland
Doherty to form Midland Walwyn Inc.; Midland was later acquired by Merrill Lynch.
In late 1992, Tony joined Burgundy Asset Management Ltd. as Chairman and CEO. In addition to
his leadership role, Tony is a Portfolio Manager and conducts research on individual companies.
Tony is a past Director of a number of public and private companies including Commonwealth
Holiday Inns, Charterways, GSW, Fairfax Financial, Scott’s Hospitality, Versacold Canada,
Canadian Marconi, Wood Gundy and Woodward’s Stores. He is also a former Director of both
the Toronto Stock Exchange and the Investment Dealers Association. In addition, he is a past
Director of the Board of Governors of the University of Guelph, as well as a past Trustee.
From 1997 to 2001, he was Chairman of the Board of the Bishop Strachan School where he was a
governor and trustee for many years.
Tony assisted in the establishment of the Canadian Coalition of Good Governance and was a member
of its initial Board of Directors. He is a member of the New York Society of Security Analysts
and the Toronto CFA Society.
Currently, Tony is a Director of Gardiner Group Capital and Garbell Holdings. He is on the Advisory
Board of the Schulich School of Business. He is on the Board of the Canadian Opera Company, and
was on the capital campaign executive for the new Four Seasons Centre for the Performing Arts – a $200
million project. Tony is a Director on the Board of St. Michael’s Hospital, Chairman of the
Board of St. Michael’s Hospital Foundation and Chairman of the St. Michael’s Hospital
Pension Committee. Tony has also been active for many years with the Canadian Cystic Fibrosis Foundation.
In 1998, Tony received the York University Award for Outstanding Executive Leadership, and in 2003
he was awarded the Lincoln Alexander Medal of Distinguished Service by The University of Guelph. In
2006, he received the Award of Merit from the St. George’s Society of Toronto for his work in
philanthropy. In October 2008, York University granted Tony an Honorary Doctorate of Laws degree.
Tony has a working knowledge of business and investments in Latin America, including Mexico, and is
proficient in Spanish.
Tony has a Bachelor of Science degree from the University of Guelph and an MBA from York University.
He has been married to his wife, Anne, for 42 years; they have three grown daughters and three young
grandchildren.
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Richard E. Rooney, FCA, CFA
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Richard began his career at Price Waterhouse in 1981 and qualified as a Chartered Accountant in 1984.
He then joined Sun Life as an Investment Analyst specializing in Canadian equities. Following a period
as Portfolio Manager for Canadian equities, he was given responsibility for all non-Canadian equity
investments at Sun Life’s investment counselling subsidiary, Sunimco.
Richard joined AMI Partners in 1989, where he had extensive responsibilities for Canadian equity research.
He joined Burgundy in February 1995, and was appointed President and Chief Investment Officer in September 1997.
In addition to these duties, Richard is responsible for EAFE and Global equity mandates at Burgundy.
Richard is President and a Trustee of The Art Gallery of Ontario Foundation. He is a Director of Empire Life
Insurance, a Director of the Historica-Dominion Institute and Past Chair of the Stratford Festival of Canada.
He received a Bachelor of Arts degree from the University of Toronto in 1977 and his MBA from the Richard
Ivey School of Business at the University of Western Ontario in 1981. Richard obtained his Chartered Financial
Analyst designation in 1987. In 2009, he was honoured by his peers and received the designation of Fellow of
the Institute of Chartered Accountants.
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Allan MacDonald
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Before joining Burgundy, Allan was the Senior Analyst for Value Search Investment
Services Ltd., where he was responsible for analyzing publicly traded Canadian
companies. Prior to that, he was with Scotia McLeod.
As an entrepreneur, Allan was President and Founder of a software development
and marketing company, and was President of a private training institute, where
his emphasis was on financial management and marketing.
Allan joined Burgundy in 1995 and has been instrumental in the development of
Burgundy”s small cap investments in North America. Allan is currently the
Portfolio Manager for U.S. Small Cap and Canadian Small Cap equities. He was appointed
a Vice President of the firm in September 1997 and a Senior Vice President and Director in June 2001.
Allan completed the Canadian Securities Course in 1991 and received Canada’s
“Top 40/Under 40” award in 1998.
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Stephen G. Mitchell, CFA
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Stephen began his investment career in 1988 with CIBC, where he held various
management positions in the Investment Operations department, including Manager
Global Operations. He joined Burgundy in 1993 as an Investment Analyst focusing
on U.S. and European equities.
Stephen was appointed a Senior Vice President of Burgundy in June 2001 and currently is Portfolio Manager for U.S. Large Cap equities and Global equities.
Stephen has an Honours Bachelor of Arts degree from the University of Western
Ontario and completed graduate work in Latin American Studies at the University
of Toronto. He was awarded the Chartered Financial Analyst designation in 1993.
Stephen is a member of the CFA Institute and the Toronto CFA Society.
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Craig Pho, CFA
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Craig received his Bachelor of Arts from Brown University in 1992 and spent the
following two years in Japan. He then returned to Canada, and acquired an
International MBA in Finance from York University in 1997. As part of his MBA
program, Craig returned to Japan on an exchange program, attending the International
University of Japan and later worked for the investment management subsidiary of
Nomura Securities in Tokyo.
Craig joined Burgundy in March of 1998 as a research analyst specializing in Japan,
and was appointed Portfolio Manager for our Japanese equities in 2001. He was
appointed a Vice President of Burgundy in July 2000 and a Senior Vice President
in July 2004.
Craig has been a Director of the Canadian Merit Scholarship Foundation since 2003.
He has also been a Director of the National Ballet School Foundation since 2004 and
Vice President of the Foundation since 2006. He has been studying Japan’s unique
business culture since 1993 and continues to study the language.
Craig was awarded the Chartered Financial Analyst designation in 2002 and is a
member of the CFA Institute and the Toronto CFA Society.
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Steve Boutin, CFA
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Steve joined Burgundy in January 2012 as Vice President and Senior Analyst,
focusing on U.S. small and mid cap equities.
Steve has more than 20 years of experience in the investment industry. Before
joining Burgundy, he founded Tonus Capital Inc. and served as President for four
years. Prior to that, he spent 10 years with Van Berkom & Associates, where he
became a Partner and Director of the firm. During this time he launched and headed
a new division specializing in U.S. small cap equities. Steve also spent two years
with I.A. Michael Investment Counsel as a Canadian small cap analyst, with eventual
responsibility for the selection of U.S. stocks in one of their portfolios. He began
his career in 1989, spending four years with Cote 100 Inc. and two years with Value
Search Investment Services as either a Canadian or U.S. small cap analyst.
Steve earned his Bachelor of Business Administration (Finance) degree from HEC
Montréal and was awarded the Chartered Financial Analyst designation in 1997.
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Mona Zhang
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Mona joined Burgundy in January 2012 as an Investment Analyst, focusing on Emerging
Markets and Asian equities. Prior to joining Burgundy, she was an Analyst at Invesco
Trimark Ltd., researching global public and private issuers. Mona began her career
as an Associate Equity Analyst at Harvest Asset Management in Beijing, China.
Mona received her Bachelor of Engineering (Electronic Engineering) degree from the
Beijing Institute of Technology in 2004, and her MBA from the Rotman School of
Management in 2011. She is currently a Level III Candidate in the CFA Program.
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David P. Vanderwood, CFA
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David has over 15 years of experience in the investment industry. Prior
to Burgundy he was with Odlum Brown Ltd. where he researched both Canadian
and U.S. equities. While studying at the University of British Columbia,
he worked as a Research Associate and Fund Manager for the UBC Portfolio
Management Foundation. David was previously a member of the Foundation’s
operating committee.
David joined Burgundy in January 2001 as an Investment Analyst to focus
on Canadian equities. He was appointed a Vice President of the firm in
June 2001 and a Senior Vice President in June 2003. David is currently
Portfolio Manager for our Canadian equities.
David earned his Bachelor of Commerce (Honours Finance) degree from the
University of British Columbia and was awarded the Chartered Financial
Analyst designation in 1996. He is a member of the CFA Institute.
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Kenneth A. Broekaert, CFA
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Ken joined Burgundy in April 2003 as an Investment Analyst focusing on Europe. In June 2006, he was appointed a Vice President of the firm and Portfolio Manager for our European equities, and in July 2010 he was appointed a Senior Vice President of the firm.
Prior to Burgundy, Ken spent over four years at The Boston Consulting Group, a leading global strategy consulting firm. He worked closely with senior management of blue chip companies across many industries, developing and implementing business strategies to enhance competitive advantage and drive profitable growth.
Ken graduated from the Richard Ivey School of Business where he earned an Honours Business Administration degree in 1998, with distinction as an Ivey Scholar, and his MBA in 2003 where he earned a place on the Dean’s Honours List.
Ken was awarded the Chartered Financial Analyst designation in 2005 and is a member of the CFA Institute.
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Michael Hatcher, CFA
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Michael joined Burgundy in March 2004 as a Senior Investment Analyst focusing
on Canadian equities. In December 2005, he joined the European team to focus
on European equity research. In June 2007, Michael was appointed Vice President
of the firm.
Before joining Burgundy, Michael was a Portfolio Manager on the Canadian Value
Equity Team at MFC Global Investment Management, a subsidiary of Manulife Financial.
At MFC, Michael was co-manager of the E&P Dividend Fund and lead manager of MFC’s
global balanced fund portfolios. Michael was also a member of MFC’s global asset
allocation committee with the responsibility of providing the Canadian perspective.
Prior to joining MFC, Michael was an economist with the Federal Government and the
private sector.
Michael has a Master of Mathematical Finance from the University of Toronto, a
Master of Science from the London School of Economics and both an Honours BA in
Economics and a BA in Statistics from Carleton University. He was awarded the
Chartered Financial Analyst designation in 2002 and is a member of the CFA Institute.
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Vincent E. Hunt, CFA
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Vincent began his investment career in 1989 at Mackenzie Financial, and later
joined Global Strategy Financial in 1993. In 1995, Vincent joined Elliott and
Page Limited as a Senior Trust Accountant. He subsequently became a Fixed Income
Analyst, and was appointed Fixed Income Portfolio Manager in 2000. In 2001,
Vincent joined AIM Trimark Investments as a Fixed Income Portfolio Manager,
managing more than $6 billion of fixed income assets across ten different funds.
Vincent joined Burgundy in October 2004 as Vice President to manage Burgundy’s
fixed income.
Vincent received his Honours Bachelor of Arts degree from Laurentian University
in 1988. He was awarded the Chartered Financial Analyst designation in 2000.
He is a member of the CFA Institute and the Toronto CFA Society.
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Ken Jesudian, CFA
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Ken began his investment career in 1998 at Fairfax Financial Holdings Ltd., and subsequently spent five years at Foyston, Gordon and Payne, Inc., where he was Director of Research and Portfolio Manager for mid cap Canadian equities. Ken joined Burgundy in June 2005 as Vice President and Manager of Research, and was promoted to Director of Research in July 2006. In April 2010, he was appointed a Senior Vice President of the firm and Portfolio Manager for our U.S. small/mid cap equities. In July 2011, Ken also assumed responsibility for the firm’s Institutional Business, which manages money for some of the leading endowments, foundations and pensions in Canada, the U.S. and the U.K.
Ken received his Honours Bachelor of Business Administration degree from Brock University in 1998 and was awarded the Chartered Financial Analyst designation in 2004.
Ken currently sits on the Board of both the Accounting Standards Oversight Council and the Canadian Opera Foundation. He is a member of the CFA Institute, Toronto CFA Society and New York Society of Security Analysts.
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Anne-Mette De Place Filippini
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Anne-Mette has over 19 years of experience in the investment industry. She joined Burgundy in June 2008 as Vice President and Portfolio Manager for Emerging Market equities.
Before joining Burgundy, Anne-Mette spent eight years with AIC Investment Services Inc. where she was a Senior Vice President and Portfolio Manager. Prior to AIC, Anne-Mette was five years at Monitor Group, a leading global strategy consulting firm. She worked closely with top management of large companies, across many industries and countries, on developing and implementing business strategies, including M&A advice. Anne-Mette began her career in 1992 with Braxton Associates, the strategy consulting group of Deloitte & Touche in London, England.
Anne-Mette received her Masters degree in Economics in 1992 from the University of Copenhagen. Part of her Masters degree was earned at the London School of Economics.
Anne-Mette is currently a Director of the National Ballet School Foundation. In 2006, she received the Arbor Award from the University of Toronto for outstanding volunteer service.
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Jeff Daley
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Jeff joined Burgundy in April 2009 to focus on accounting initiatives, and in
November 2009 he assumed his current role as an Investment Analyst focusing on
U.S. small and mid cap equities. Prior to joining Burgundy, Jeff was an Equity
Research Associate at Wellington West Capital Markets in Toronto.
Jeff received a Bachelor of Commerce degree (Finance and Economics) from the
Sobey School of Business at Saint Mary’s University. He successfully completed
the educational requirements of the CFA Program in 2009.
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Natsuko Douglas, CFA
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Natsuko received her Bachelor of Home Economics (Food Science) degree from the Nara Women’s University in 1996. Subsequently, she spent four years at MEC Company Ltd. (Hyogo) and two years at Manpower Japan, where she completed contract work for The Nomura Securities Co. Ltd (Tokyo) as an Equity Research Assistant. Natsuko also gained industry experience as a Credit Analyst for The Bank of Tokyo-Mitsubishi (Toronto) in the summer of 2004.
Natsuko joined Burgundy in August 2005 as an Investment Analyst to focus on Asian equities.
Natsuko received her MBA from the Schulich School of Business at York University, and was awarded the Chartered Financial Analyst designation in 2010.
Natsuko is a Chartered Member of the Securities Analyst Association of Japan (SAAJ) and a member of Women in Capital Markets.
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Jeff Feng, CFA
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Jeff received his Bachelor of Finance degree from Xiamen University (China)
in 1997. He subsequently spent four years at Sunrise Investment Co., where
he provided advice to corporations on financing, M&A and restructuring
transactions. Following this, Jeff spent two years at TransEast Investment
Counseling Co. where he worked as an Investment Analyst. In April 2005, Jeff
received his MBA from the Richard Ivey School of Business.
Jeff joined Burgundy in August 2005 as an Investment Analyst to focus on larger
capitalization Japanese companies as well as non-Japanese Asian companies, as
part of Burgundy’s Global and EAFE equity efforts.
Jeff was awarded the Chartered Financial Analyst designation in 2006, and is
a member of the CFA Institute and Toronto CFA Society.
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Mario Grech, CFA
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Mario joined Burgundy as an Investment Analyst focusing on U.S. small and mid
cap equities in May 2005.
Mario received his Bachelor of Applied Sciences (Systems Design Engineering)
degree from the University of Waterloo in 2005, where he graduated on the Dean’s
Honours List. While pursuing his degree, he acquired two years of co-op work
experience at IBM and ATS Automation Tooling Systems.
Mario successfully completed the educational requirements of the CFA Program
in 2007.
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Oméonga Saidi
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Omé joined Burgundy in June 2007 as an Investment Analyst focusing
on European equities.
Omé earned a Bachelor of Commerce degree in Finance from the University
of Toronto in 2007 and has also studied Electrical Engineering and Finance at
Penn State. He successfully completed the educational requirements of the CFA
Program in 2009.
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Robert Sankey, CFA
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Robert joined Burgundy in May 2005 to focus on performance measurement and
firm-wide compliance initiatives. He assumed the position of Investment
Analyst focusing on Fixed Income in February 2007, and in August 2008 transitioned
over to Canadian equities. In May 2011, Robert assumed the role of Director of
Research and was appointed a Vice President of the firm.
Prior to joining Burgundy, Robert spent four years with Russell/Mellon
Analytical Services, where he served as Manager of the Performance and Analytics
Group. Earlier in his career, Robert spent two years working as a Fund
Accountant with CIBC Mellon Global Securities Services.
Robert received a Bachelor of Science in 1997 from the University of British
Columbia, and was awarded the Chartered Financial Analyst designation in 2004.
Robert currently sits on the Canadian Accounting Standards Board’s User
Advisory Council. He is a member of the CFA Institute and the Toronto CFA Society.
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Doug Winslow, CFA
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Doug joined Burgundy in December 2007 as an Investment Analyst focusing on U.S. small and mid cap equities, and in June 2009 transitioned over to European equities. In July 2010, he was appointed a Vice President of the firm. Prior to joining Burgundy, Doug worked as an Investment Analyst at Hamblin Watsa Investment Counsel and Southeastern Asset Management, and as an Analyst in the M&A group at CIBC World Markets.
Doug received his MBA from Duke University and his Bachelor of Commerce degree from the University of Saskatchewan. He was awarded the Chartered Financial Analyst designation in 2007. Doug is a member of the CFA Institute.
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Eugene Profis, CFA
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Eugene joined Burgundy in May 2008 as an Investment Analyst focusing on U.S. large cap equities. Prior to joining Burgundy, Eugene worked at Blackmont Capital, focusing on metals and mining corporate finance, and later assumed the role of Investment Banking Associate at Haywood Securities.
Eugene graduated from the Richard Ivey School of Business where he earned an Honours Business Administration degree in 2005 and an MBA in 2008. He was awarded the Chartered Financial Analyst designation in 2011.
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Stephen Shuttleworth
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Stephen joined Burgundy in October 2006 to focus on accounting initiatives, and in
May 2009 he assumed his current role as an Investment Analyst focusing on Fixed Income.
Stephen earned an Honours Bachelor of Business Administration (Finance) degree from
Wilfrid Laurier University. He successfully completed the educational requirements
of the CFA Program in 2008.
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Charles Walker, CFA
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Charles joined Burgundy in September of 2008 as an Investment Analyst focusing on Canadian equities, and in May 2011 transitioned over to Canadian small cap equities.
Before joining Burgundy, Charles spent four years at Foyston, Gordon & Payne Inc.
as an Investment Analyst, primarily researching Canadian small cap companies.
Prior to that, he was an Analyst at AIM Trimark Investments and a Senior Analyst
with Morningstar Research Ltd.
Charles received an Honours Bachelor of Arts degree (Economics) from Queen’s
University in 1997 and his MBA from the Richard Ivey School of Business in 2003.
He was awarded the Chartered Financial Analyst designation in 2004.
Charles is a member of the CFA Institute and the Toronto CFA Society.
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Andrew Choi
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Andrew earned a Bachelor of Commerce degree (Finance) from the University of
British Columbia in 2010. While completing his degree, he worked as a Research
Associate for the UBC Portfolio Management Foundation. He also held summer
Research Associate positions with Deans Knight Capital Management in 2009 and
PCJ Investment Counsel in 2008.
Andrew joined Burgundy in July 2010 as an Investment Analyst focusing on Asian
equities. He completed the Canadian Securities Course in 2008.
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Carla Robinson
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Carla joined Burgundy in May 2006, and in May 2007 assumed an assistant role working closely with the investment teams that focus on U.S. Large Cap, European and Asian equities. In June 2010, she transitioned to her current role as an Investment Associate focusing on Emerging Markets.
Carla earned a Bachelor of Arts & Social Sciences degree (Sociology and Criminology) in 2004, and her Masters of Sociology degree in 2006 from the University of Windsor.
Carla has recently held positions on the Board of Directors for The Denise House and The Youth Centre.
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Sunil Parthasarathy
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Sunil joined Burgundy in January 2011 as an Investment Analyst, focusing on the firm’s Emerging Markets effort.
Before joining Burgundy, Sunil worked with Spruce Point Capital Management as a Research Associate, focusing on deep-value investments. Prior to that, he spent eight years with Cisco Systems Inc., most recently as a Lead Hardware Engineer.
Sunil received a Bachelor of Technology (Electrical Engineering) in 1997 from the Indian Institute of Technology, Madras in Chennai, India. He earned a Masters of Science (Electrical and Computer Engineering) in 1998 from the University of California, Santa Barbara, and in 2010 received his MBA (Applied Value Investing) from Columbia Business School.
Sunil is a past Board Member for Pacific Environment, an environmental non-profit organization.
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Alexander Ryzhikov
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Alex joined Burgundy in June 2011 as an Investment Analyst focusing on U.S. large cap equities.
Alex earned a Bachelor of Science degree (Microbiology and Immunology; Finance) from McGill University in 2008 and is currently pursuing a Bachelor of Commerce degree (Accountancy, with a minor in Finance) from the John Molson School of Business at Concordia University.
While attending the John Molson School of Business, Alex worked as a Research Associate with Industrial Alliance Securities in 2009, and as an Equity Analyst with Gallant Capital Management in 2010. He was also a member of the Kenneth Woods Portfolio Management Program, which manages a $1.4 million endowment fund.
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Benjamin Sinclair
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Ben joined Burgundy in October 2011 as an Investment Analyst focusing on Canadian equities. Prior to joining Burgundy, he worked as a Business Analyst at The Bank of Nova Scotia and an Investment Specialist at BMO Financial Group. Ben began his career at Morningstar Research Inc. as an Assistant Fund Analyst.
Ben graduated from the Richard Ivey School of Business in 2008 where he earned an Honours Business Administration degree. He successfully completed the educational requirements of the CFA Program in 2010.
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