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.

What we need

What we need

March 2020

With far too much alone time this past week, and in response to the good questions you have been asking about this crisis, I developed the following narrative to convey ...

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Where we are now

Where we are now

March 2020

At Burgundy, we pride ourselves on doing meticulous research and owning excellent companies run by trustworthy people. As quality/value investors, we often find the two parts of our philosophy ...

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Update from Burgundy on COVID-19 Response

Update from Burgundy on COVID-19 Response

March 2020

The health and safety of our clients and our employees are of the utmost importance to us during this challenging period. Given the concern associated with the spread of COVID-19, ...

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In Volatile Times

In Volatile Times

The Journal | February 2020

Trade disputes, low and declining interest rates, an unpredictable political environment, and a potential pandemic all point to a future beyond the scope of existing forecasts. The significant market ...

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