Burgundy Asset Management offers investment management services to institutions and individuals through separately managed accounts and commingled funds. Burgundy focuses on value investing, seeking undervalued companies with strong fundamentals and management. Burgundy's investment process emphasizes limiting downside risk and capital preservation. Burgundy was acquired by BMO Financial Group on November 1, 2025.
Fee Structure
Burgundy Asset Management offers investment management through separately managed accounts and commingled funds. The fees vary depending on the investment strategy. Here are some examples of their annual fees for separately managed accounts:
- U.S. Smaller Companies Mandate: 1.00% on the first $150 million, 0.75% on the balance.
- U.S. Small/Mid Cap Mandate: 0.90% on the first $150 million, 0.65% on the balance.
- Asian (All Cap) Mandate: 1.00%
- Japan (All Cap) Mandate: 1.00%
- European (All Cap) Mandate: 1.00%
- Emerging Markets Mandate: 1.00%
- EAFE Equity Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the balance.
- Focus European Equity Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the next $300 million, 0.40% on the balance.
- Global Equity Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the next $300 million, 0.40% on the balance.
- Focus Asian Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the balance.
- Focus Japan Mandate: 0.75% on the first $50 million, 0.60% on the next $50 million, 0.50% on the balance.
- U.S. Large Cap Mandate: 0.95% on the first $5 million, 0.50% on the balance.
- Canadian Large Cap Equity Mandate: 0.60% on the first $10 million, 0.40% on the balance.
- U.S. Mid Cap Mandate: 0.80%
Custodial arrangements and related costs are negotiated separately by the client directly with their custodian.