At Burgundy, we understand the responsibility of wealth.
We’ve been building long-term relationships and wealth that spans generations since 1991.
Individuals & Families
Partner with an investment manager who understands your need to protect and grow wealth over time.
Institutions
Work with an experienced team using a rigorous, research-based, bottom-up, quality/value investment approach.
Explore Burgundy
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Our Core Values
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Working with Us
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Our Investment Approach
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Sustainable Investing
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Our Investment Strategies
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Celebrating our milestones
Our core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s valuesWhen working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with BurgundyQuality/value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.
Learn more about how Burgundy investsOur disciplined, bottom-up approach allows us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.
Learn more about how Burgundy integrates ESGWe offer a number of equity, balanced and credit strategies for institutional investors.
Learn more about Burgundy’s investment strategiesTake a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestonesOur core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s values
When working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with Burgundy
Quality/value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.
Learn more about how Burgundy invests
Our disciplined, bottom-up approach allows us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.
Learn more about how Burgundy integrates ESG
We offer a number of equity, balanced and credit strategies for institutional investors.
Learn more about Burgundy’s investment strategies
Take a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestones
What’s New at Burgundy?
Women & the Inheritance Economy
The Journal | October 2025
Many young people are doing everything "right": earning degrees, building careers, and working hard. Yet many still cannot buy a home or feel financially secure. Families are stepping in earlier...
From Burgundy's Bookshelf
The Journal | August 2025
At its core, investing is about people, and the best way to understand people is to listen to their stories. At Burgundy, we find stories everywhere—in conversations with clients,...
Our True North
The Journal | July 2025
Before sailors discovered the North Star, they navigated by sight alone—straining to find land, never sure they were on course. With Polaris came direction, and the confidence to cross...
Europe: Relic or Rising Opportunity?
The Journal | July 2025
With U.S. markets dominating headlines, it’s easy to overlook what’s happening across the Atlantic. At this year’s Burgundy Forum, Portfolio Manager Ken Broekaert shared why Europe,...
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Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.