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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ESG Integration
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Our Investment Strategies
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Celebrating 30 years
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 ESG factors to be evaluated at the onset of the investment process.
Learn more about how Burgundy integrates ESGWe offer a number of equity, balanced and fixed income 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 the 30th anniversary timelineOur 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 ESG factors to be evaluated at the onset of the investment process.
Learn more about how Burgundy integrates ESG
We offer a number of equity, balanced and fixed income 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 the 30th anniversary timeline
What’s New at Burgundy?
Prices on the Rise
The Journal | November 2021
After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...
Don't See It, Believe It: The Phenomenon of Collective Belief
The Journal | November 2021
Finding an unlikely parallel between Icelandic elves and cryptocurrencies, Investment Analyst Donald Gawel argues the power of collective belief in financial markets and provides insight into how Burg...
a-b-c-d-ESG
The View | November 2021
In this latest View from Burgundy, Canadian equities Portfolio Manager David Vanderwood advocates for the importance of considering trade-offs when solving complex problems, as he explores the ongoing...
ESG: Where We Stand
The Journal | September 2021
Chief Investment Officer Anne Mette de Place Filippini tackles the evolving topic of ESG (environmental, social, and governance). In this overview, Anne Mette explores how Burgundy’s integrated appr...
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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.