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.
Work with an experienced team using a rigorous, research-based, bottom-up, quality-value investment approach.
Our Core Values
Working with Us
Our Investment Approach
Our Investment Strategies
Celebrating 30 years
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.
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.
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.
Our disciplined, bottom-up approach allows ESG factors to be evaluated at the onset of the investment process.
What’s New at Burgundy?
The Journal | August 2022
For over 30 years, Burgundy's approach has been to own quality businesses while being mindful of the price paid. When both these attributes are considered carefully, we believe the result is...
The View | July 2022
In a world that begs we take a consensus view, taking the road less travelled can be an uncomfortable choice socially and spiritually. In this View from Burgundy, Portfolio Manager...
The Journal | July 2022
Given the complexities of our geopolitical and macroeconomic environment, choosing to hide within our North American investment universe may feel like a comfortable alternative. So, with a diverse set...
The Journal | April 2022
What does it mean to conduct investment research today? In an age when information is instant and readily available, you may ask how Burgundy manages to sift through the relentless...
The Journal | April 2022
In a space that’s free of investment screening tools and fraught with cautionary tales, mergers and acquisitions require careful attention to detail. Using case study examples, Investment Analyst Ir...
Minerva | March 2022
The fifth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
The Journal | December 2021
At its core, the concept of ESG is really about long-term sustainability. Sustainability in everything we do has always served as a North Star concept at Burgundy. We exist to...
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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.