Independent investment managers, since 1991

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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Views & Insights

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

Expecting the Unexpected

Expecting the Unexpected

The Journal | February 2020

"It’s 6:30 in the morning and I’m checking my inbox for the first time. It’s early. It’s also earnings season, when most public companies are releasing their ...

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Creating a Culture of Responsibility

Creating a Culture of Responsibility

The Journal | December 2019

Richard Rooney, President and CIO, shares his thoughts on how Burgundy’s culture has enabled its sustained success and discusses the Investment Team’s approach to collaboration and accountability ...

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Ships that Sail Best in a Light Wind

Ships that Sail Best in a Light Wind

The Journal | November 2019

An update with Richard Rooney, President and Chief Investment Officer. Richard discusses the current economic environment and the motivations behind central bank monetary policy ...

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Minerva: the Women of Burgundy Magazine, Issue 2

Minerva: the Women of Burgundy Magazine, Issue 2

Minerva | October 2019

The second issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors ...

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