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.
Work with an experienced team using a rigorous, research-based, bottom-up, quality-value investment approach.
Our Core Values
Working with Us
Our Investment Approach
Our Investment Strategies
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.
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.
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.
Our disciplined, bottom-up approach allows ESG factors to be evaluated at the onset of the investment process.
What’s New at Burgundy?
The Journal | September 2023
At Burgundy, we believe understanding the management teams behind the companies we invest in is essential. But what does that actually entail? In this deep dive, Portfolio Managers Ching Chang...
The Journal | August 2023
“I read this great book…” is a popular refrain in the Burgundy office. If you eavesdrop in the kitchen, impassioned literary pitches often overwhelm the drone of the coffee machine....
The Journal | July 2023
After months of economists sounding the alarms for a recession, many investors are seeking advice on how to prepare for the uncertain economic future. In this piece, Investment Counsellor Rachel...
The Journal | June 2023
At Burgundy, we often celebrate the accomplishments of Warren Buffett – quoting his famous quips, sharing takeaways from Berkshire’s annual letter, and drawing inspiration from his remarkable inve...
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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.