Beaujolais Private Investment Management  
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Investment Details

Minimum Investment:

$500,000 for immediate family – registered and non-registered
Investment Philosophy:
Equity:
  · Value investment style
  · Individual company analysis
  · Original, proprietary research
  · Disciplined decision making
Fixed Income:
  · Individual credit analysis vs.
    agency rating
  · No interest rate view
Service: Private Investment Management
  · Direct relationship between you and the firm investing your money
Contact with Investment Team:
  · Annual Investment Updates
  · The View from Burgundy
  · Quarterly commentary
Reporting:
  · Available on web    · Tax
  · Annual Investment Review
  · Quarterly by mail
Fees:

Management fees between 0.5% and 1.5%. Administrative expenses are deducted from the Fund.

You only pay for investment management and minimal Fund expenses.

With Beaujolais, you eliminate complicated product structures and commission, sales, wrap and distribution fees, which are often found embedded in mass-market investments.



Low Investment Turnover:

High turnover of investments is counter-productive to achieving the best long-term returns. Excessive transaction costs (e.g., brokerage and custodial fees) eat away at investment returns. Burgundy investments have low turnover.
Investment Vehicles: The Burgundy Funds are the investment vehicles through which we meet your asset allocation. Protect & Build Wealth  Part of Burgundy Asset Management Ltd.
Investment Vehicles: The Burgundy Funds are the investment vehicles through which we meet your asset allocation. Click here to view the funds

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