Scout Investments, an investment management firm and affiliate of Carillon Tower Advisers, has appointed Timothy Burger, CFA, as a senior analyst on the firm’s Small Cap team.
Based in Scout’s Kansas City headquarters, Burger joins the team led by James McBride, lead portfolio manager of the Scout Small Cap Equity Strategy, and will work with the team to conduct bottom-up fundamental analysis and valuation modelling to identify opportunities within the small-cap market.
“Tim is an important addition to the Small Cap team and brings almost two decades of investment analysis experience across a spectrum of sectors and asset classes,” says Michael Edwards, President of Scout Investments. “High-quality research and analysis is at the core of Scout’s investment philosophy and processes, and we’re confident that Tim will work seamlessly with the team to help deliver consistent results for our clients.”
Burger joins Scout following an 11-year tenure at asset manager Waddell & Reed, where he most recently served as an investment analyst and assistant portfolio manager on Ivy Asset Strategy since 2011. In this role, he provided broad research coverage and fundamental security analysis for a multi-asset flexible global portfolio, covering several sectors including media, telecom, asset managers, and financial exchanges. He joined Waddell & Reed in 2008 as a client portfolio strategist, and prior to that he served as an equity analyst with UMB covering industrials, including machinery, conglomerates, transportation and aerospace and defence. He started his career with UBS Wealth Management as a financial advisor. Burger earned a bachelor’s degree in political science from the University of Kansas and his MBA from the University of Kansas Graduate School of Business.
“Tim’s extensive experience and deep knowledge of many sectors will add to a strong team focused on finding the best investment ideas and solutions for our clients,” says Edwards.
“I am excited to join Scout at a time when a quality, research-driven approach to small-cap investment strategies is crucial,” says Burger. “Scout’s investment professionals, coupled with support from Carillon Tower, have a strong reputation in the marketplace, and I look forward to contributing to the team’s success.”
