May 9, 2019
ST. PETERSBURG, Fla. – Scout Investments, an investment management firm and affiliate of Carillon Tower Advisers, announced today that Timothy Burger, CFA, has joined Scout Investments as a senior analyst on the Small Cap team. Based in Scout’s Kansas City headquarters, Mr. 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 modeling 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,” said 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.”
Mr. 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 defense. He started his career with UBS Wealth Management as a financial advisor. Mr. Burger earned a bachelor’s degree in political science from the University of Kansas and his M.B.A. 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,” Edwards said.
“I am excited to join Scout at a time when a quality, research-driven approach to small-cap investment strategies is crucial,” said Mr. 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.”
About Scout Investments
Scout Investment’s equity investment teams employ distinct investment philosophies and processes to pursue long-term capital appreciation objectives that are consistent with client goals. Our thoughtful approach to asset management extends to how we cultivate client relationships. Visit scoutinv.com.
About Carillon Tower Advisers
Carillon Tower Advisers is a global asset-management company that combines the exceptional insight and agility of individual investment teams with the strength and stability of a full-service firm. Together with our partner affiliates – ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Reams Asset Management (a division of Scout Investments) and Scout Investments – we offer a range of investment strategies and asset classes through multiple vehicles. Our focus is on risk-adjusted returns and alpha generation. We believe this lineup of institutional-class portfolio managers can help investors meet their long-term business and financial goals. Ultimately, our structure allows affiliated investment teams to focus on what they do best: managing portfolios. Visit www.carillontower.com.
Carillon Tower Advisers
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