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: Investing the Burgundy way
From Burgundy's Bookshelf
The Journal | August 2025
At its core, investing is about people, and the best way to understand people is to listen to their stories. At Burgundy, we find stories everywhere—in conversations with clients,...
Our True North
The Journal | July 2025
Before sailors discovered the North Star, they navigated by sight alone—straining to find land, never sure they were on course. With Polaris came direction, and the confidence to cross...
Europe: Relic or Rising Opportunity?
The Journal | July 2025
With U.S. markets dominating headlines, it’s easy to overlook what’s happening across the Atlantic. At this year’s Burgundy Forum, Portfolio Manager Ken Broekaert shared why Europe,...
When to Buy: A Journey Inside Our Investment Process
The Journal | June 2025
What does it take to reach a “buy” decision at Burgundy? In this panel from the 26th Burgundy Forum, members of our Investment Team walk through the process, from idea...
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
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...
One Bond at a Time: Burgundy's Credit Approach
The Journal | February 2025
Whether you are an individual or institutional investor, credit—and the income it generates—can play an important role in a well-diversified portfolio. For over 20 years, Burgundy has remained com...
Navigating Trump's Tariffs
The Journal | February 2025
Political rhetoric has now translated into policy. On Saturday, President Donald Trump enacted tariffs on imports from Canada, Mexico, and China. For Canadians, this includes a 10% tariff on energy to...