At Burgundy, we understand the responsibility of wealth.
We’ve been building long-term relationships and wealth that spans generations since 1991.
Individuals & Families
Partner with an investment manager who understands your need to protect and grow wealth over time.
Institutions
Work with an experienced team using a rigorous, research-based, bottom-up, quality-value investment approach.
Explore Burgundy
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Our Core Values
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Working with Us
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Our Investment Approach
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ESG Integration
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Our Investment Strategies
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Celebrating our milestones
Our core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s valuesWhen working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with BurgundyQuality-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.
Learn more about how Burgundy investsOur disciplined, bottom-up approach allows ESG factors to be evaluated at the onset of the investment process.
Learn more about how Burgundy integrates ESGWe offer a number of equity, balanced and fixed income strategies for institutional investors.
Learn more about Burgundy’s investment strategiesTake a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestonesOur core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s values
When working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with Burgundy
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.
Learn more about how Burgundy invests
Our disciplined, bottom-up approach allows ESG factors to be evaluated at the onset of the investment process.
Learn more about how Burgundy integrates ESG
We offer a number of equity, balanced and fixed income strategies for institutional investors.
Learn more about Burgundy’s investment strategies
Take a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestones
What’s New at Burgundy?
The Management Factor
The Journal | September 2023
At Burgundy, we believe understanding the management teams behind the companies we invest in is essential. But what does that actually entail? In this deep dive, Portfolio Managers Ching Chang...
From Burgundy's Bookshelf
The Journal | August 2023
“I read this great book…” is a popular refrain in the Burgundy office. If you eavesdrop in the kitchen, impassioned literary pitches often overwhelm the drone of the coffee machine....
Recession Ready
The Journal | July 2023
After months of economists sounding the alarms for a recession, many investors are seeking advice on how to prepare for the uncertain economic future. In this piece, Investment Counsellor Rachel...
What Warren Buffett Didn't Do
The Journal | June 2023
At Burgundy, we often celebrate the accomplishments of Warren Buffett – quoting his famous quips, sharing takeaways from Berkshire’s annual letter, and drawing inspiration from his remarkable inve...
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Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.