Views & Insights

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

A Bondholder's Guide to Grading Desolate Dining Rooms and Vacant Venues

A Bondholder's Guide to Grading Desolate Dining Rooms and Vacant Venues

The Journal | June 2020

Amid COVID-19 uncertainty, Portfolio Manager James Arnold provides insight into the elusive world of bonds. In this educational piece, James sheds light on the role of ratings and offers perspective ...

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Pandemic Pricing: Assessing Value During COVID-19

Pandemic Pricing: Assessing Value During COVID-19

The Journal | June 2020

The world is facing a pandemic unlike anything we have seen before. As public health officials continue to learn about the trajectory of COVID-19, Burgundy has kept a watchful eye ...

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Two Proverbs

Two Proverbs

May 2020

In late 1984, in the first weeks of my career in the capital markets, I took part in a discussion about the world economy. The oil patch was in crisis and ...

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COVID-19 – Community Support

COVID-19 – Community Support

April 2020

The COVID-19 pandemic has had an impact on all of our lives. Uncertainty about the future has spurred palpable anxiety, and understandably so. While we are all going through this ...

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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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