Celebrating 30 years of going beyond the obvious

Views & Insights

We put our principles and practices on record so that we can inform and foster conversation with our clients.

Spotlight on the Longo’s Family Charitable Foundation

Spotlight on the Longo’s Family Charitable Foundation

The Journal | July 2021

The Longo’s Family Charitable Foundation, formed in 1998, has served as an important vehicle for the family’s philanthropic interests and values. Equally as important, it has helped the Longo...

Finding A Needle In A Haystack

Finding A Needle In A Haystack

The Journal | July 2021

Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...

Drawing An Income

Drawing An Income

The Journal | June 2021

Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Ha...

Minerva Issue 4: In Conversation with Chief Investment Officer

Minerva Issue 4: In Conversation with Chief Investment Officer

Minerva | April 2021

In March of 2021, Burgundy’s vice presidents Lisa Ritchie and Anne Maggisano sat down with Burgundy Chief Investment Officer Anne Mette de Place Filippini. Anne Mette reflects on a year...

Approach

We employ a quality-value investment approach to preserve and grow our clients’ capital over the long term. 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.

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Clients

Our clients are our partners. We build deep and enduring relationships with our clients to better understand their unique investment needs.

Individuals & Families

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Foundations & Endowments

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Institutions

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Family Offices

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