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
-
Our Core Values
-
Working with Us
-
Our Investment Approach
-
Sustainable Investing
-
Our Investment Strategies
-
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 us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.
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 us to identify and assess ESG factors that are material to the long-term value of the companies we evaluate.
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?
There's a New Tariff in Town
The Journal | December 2024
With Donald Trump’s re-election to the White House, tariffs are back in the spotlight. Beyond the fog of speculation, social media posts, and market uncertainty, we explore this complex...
The Morning After
The Journal | November 2024
First thing in the morning of Nov 6, it appears that Donald Trump has completed the most amazing comeback in American political history, and possibly in the entire history of global...
Passing the Torch
The Journal | October 2024
How do you pass the torch in a family business without letting the flame die out? As the great wealth transfer unfolds, many families face the challenges of preserving their...
Beyond the Desk: Why We Travel
The Journal | October 2024
Whether walking the factory floor in India, meeting with management teams in Amsterdam, or observing local consumers in Red Deer, some insights cannot be captured from just reading an annual...
Subscribe to Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.