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.

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...

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Minerva: the Women of Burgundy Magazine, Issue 4

Minerva: the Women of Burgundy Magazine, Issue 4

Minerva | April 2021

The fourth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....

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Opportunity Knocks

Opportunity Knocks

The Journal | March 2021

Investment Analyst Irena Petkovic invites us into her first year at Burgundy, which happened to coincide with the year of COVID-19. In this exploratory piece, Irena delves into the world...

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So You Want to Hold a Family Meeting?

So You Want to Hold a Family Meeting?

The Journal | March 2021

Many high-net-worth families embrace the idea that family meetings should be a vital part of involving and preparing the next generation. Even when convinced of the value, however, families can...

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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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