CATEGORY: Being a successful investor

Margin of Safety

Margin of Safety

The Journal | April 2025

Markets are unpredictable. We’re not. When the path ahead is anything but clear, it helps to have something steady to rely on. At Burgundy, we believe in adhering to...

American Carnage

American Carnage

The Journal | April 2025

In the wake of President Trump’s “Liberation Day” tariffs, Burgundy Co-Founder Richard Rooney sorts through the rubble, examining the economic risks, global repercussions, and long-term damage t...

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...

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

PDF: 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....

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....

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