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
Process over Prediction
The Journal | July 2026
When market noise is deafening, how do you build a resilient portfolio that can withstand change? At this year’s 27th Burgundy Forum, members of our Investment Team discussed what...
The AI Reset
The Journal | March 2026
Market volatility has been elevated recently amid shifting economic conditions and evolving geopolitics. Beneath the surface, investors have also been reassessing parts of the technology space based o...
2025 in Review
The Journal | January 2026
Mathew Harrison, Head of Burgundy’s Private Client Group, sat down with Burgundy’s CIO Andrew Iu to reflect on a year shaped by tariff tensions, AI enthusiasm, surging gold...
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,...
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...