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.
CATEGORY: Global investing
Creating a Culture of Responsibility
The Journal | December 2019
Richard Rooney, President and CIO, shares his thoughts on how Burgundy’s culture has enabled its sustained success and discusses the Investment Team’s approach to collaboration and accountability...
Ships that Sail Best in a Light Wind
The Journal | November 2019
An update with Richard Rooney, President and Chief Investment Officer. Richard discusses the current economic environment and the motivations behind central bank monetary policy...
PDF: Minerva: the Women of Burgundy Magazine, Issue 2
Minerva | October 2019
The second issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors...
Minerva Issue 2: In Conversation with Katie Taylor
Minerva | October 2019
In May of 2018, we were honoured to host an evening with Katie Taylor. As former CEO of Four Seasons Hotels & Resorts, Katie was directly responsible for making capital allocation decisions...
Minerva Issue 2: Optimizing Capital
Minerva | October 2019
In June 2019, Women of Burgundy hosted an interactive conversation with Halina von dem Hagen, Global Treasurer and Head of Capital Management at Manulife Financial Corporation. Manulife is the largest...
Naïve Optimism
The Journal | June 2019
This year’s Burgundy Forum – our 20th annual Client Day event – recognized the careful balance between rationalism, cynicism and optimism as it pertains to behaviour and diversity of thought. K...
PDF: Minerva: The Women of Burgundy Magazine, Issue 1
Minerva | April 2019
The inaugural issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors....
Minerva Issue 1: Deep Dive China Research Project
Minerva | April 2019
No matter how much research one conducts in the office, there is no substitute for boots-on-the-ground exploration. Full immersion is the best way to build a body of knowledge about...