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.

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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Hot or Not?

Hot or Not?

The Journal | July 2019

In September 2008, Slumdog Millionaire won the People’s Choice Award at the Toronto International Film Festival (TIFF). The movie follows 18-year-old Jamal from the Juhu slums in Mumbai to his ...

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Naïve Optimism

Naïve Optimism

The Journal | June 2019

This year’s Burgundy Forum – our 20th annual Client Day event – recognized the careful balance between rationalism, cynicism and optimism as it pertains to behaviour and diversity of ...

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Marshmallows and the Cost of a Moat

Marshmallows and the Cost of a Moat

The View | October 2018

One of the most frequently mentioned research studies in the field of developmental psychology is the “marshmallow test.” Conducted in the late 1960s and early 1970s, the experiment ...

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