CATEGORY: Being a successful investor

Beyond the Ballot

Beyond the Ballot

The Journal | September 2024

Curious about how the U.S. presidential election could impact your investments? While it's easy to assume that politics and stock market performance are closely linked, historical data tells a...

Now and Then: Reflecting on Our Client-First Focus

Now and Then: Reflecting on Our Client-First Focus

The Journal | August 2024

In his closing remarks at this year’s Burgundy Forum, CEO Rob Sankey reflects on our journey since our first-ever Client Day. While Burgundy’s client-first mentality and core values...

Investing’s Unsung Hero

Investing’s Unsung Hero

The Journal | August 2024

In a market that seems to have largely forgotten about the benefits of diversification, whether across the market-cap spectrum or geographies, CIO Anne Mette de Place Filippini explores why holding...

Don't Just Do Something, Stand There

Don't Just Do Something, Stand There

The Journal | June 2024

Guided by advice from the White Rabbit in Alice in Wonderland, CIO Anne Mette de Place Filippini takes us down memory lane at the 25th anniversary of the Burgundy Forum....

3 for 30

3 for 30

The View | February 2024

Can you distill a three-decade career down to three essential lessons? On the heels of his 30th anniversary, Portfolio Manager David Vanderwood is up to the challenge. In this View...

Higher for Longer?

Higher for Longer?

The Journal | October 2023

In an effort to stomp out inflationary pressures, we’ve seen central banks touting a commitment to keep interest rates “higher for longer.” But what does that mean for your...

From Burgundy's Bookshelf

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....

What Warren Buffett Didn't Do

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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