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About the Author
Andrew Iu, CFA
Having invested in small-cap stocks for years in his personal portfolio, Andrew converted a hobby into a career when he joined Burgundy as an Analyst for the Canadian small-cap team. Under the mentorship of then-Portfolio Manager Allan MacDonald, Andrew took notes, developing the investment approach he later applied when he stepped into the portfolio management role.<br />
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Alongside his responsibilities as a Portfolio Manager, Andrew spent seven years as Director of Research, a role that broadened his focus across multiple geographies and market capitalizations. This global experience has continued to deepen in his current position as Chief Investment Officer, where he provides stewardship, guidance, and support to the entire Investment Team while upholding Burgundy’s long-term investment philosophy.<br />
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Outside of Burgundy, Andrew has been involved with the North York General Foundation for many years, serving as Vice Chairman of the Investment Committee and launching the Foundation's Next Gen program.
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