About Burgundy
Burgundy is a company based in Toronto (Canada) founded in 1990 by Richard Rooney and Tony Arrell was acquired by BMO in June 2025. The company has 1 employees as of December 31, 2021. Burgundy offers products and services including Equity Approach, Credit Approach, and Sustainable Investing. Burgundy operates in a competitive market with competitors including Investec, S&P Global, Bank of America, State Street and FIS, among others.
- Headquarter Toronto, Canada
- Employees 1 as on 31 Dec, 2021
- Founders Richard Rooney, Tony Arrell
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Sectors
Financial Services
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Email
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Website
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Social
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- Legal Name Burgundy Asset Management (Us) Llc
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Products & Services of Burgundy
Burgundy offers a comprehensive portfolio of products and services, including Equity Approach, Credit Approach, and Sustainable Investing.
Strategy for investing in quality companies at value prices.
Focuses on income generation through bond investments.
Integrates ESG factors into long-term portfolio management.
People of Burgundy
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Funding Insights of Burgundy
Detailed funding history for Burgundy
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Investors in Burgundy
Burgundy has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include BMO.
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BMO is recognized as a leading financial services provider in Canada.
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Investor details for Burgundy
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Investments & Acquisitions by Burgundy
Investment portfolio details for Burgundy
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Financial Statements - Burgundy
Detailed financials for Burgundy
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Burgundy Comparisons
Peer comparison for Burgundy
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Competitors of Burgundy
Burgundy operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, S&P Global, Bank of America, State Street and FIS, among others.
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Global banking, investment, and wealth management services are offered worldwide.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Software suites for banks and financial institutions are provided.
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Insurance and asset management services are offered to diverse clients.
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Detailed competitors of Burgundy
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Latest news on Burgundy
Complete news archive for Burgundy
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Frequently Asked Questions about Burgundy
Burgundy was founded in 1990.
Burgundy is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Tony Arrell is the current CEO of Burgundy. They have also founded this company.
As of Dec 31, 2021, the latest employee count at Burgundy is 1.
Founded in 1990 in Toronto, Canada, Burgundy functions as a diversified asset management firm. A disciplined, research-driven, bottom-up approach is applied to select strong companies trading below intrinsic value. Client wealth is protected and expanded over extended periods. Long-term client relationships are fostered, with asset allocation customized to specific needs. Operations prioritize adherence to clients interests within the financial sector.
Burgundy's top competitors include Investec, S&P Global and Bank of America.
Burgundy offers Equity Approach, Credit Approach, and Sustainable Investing.
Burgundy has 1 investor. Key investors include BMO.