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 2024
We are back with another installment of our summer reading list, where we snoop on the bookshelves of our Investment Team and share their suggestions with you. We hope you...
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...
Welcome to the Party, Pal
The Journal | July 2024
In his speech from this year’s Burgundy Forum, Portfolio Manager Doug Winslow draws inspiration from an iconic action hero to explore investing during a digital revolution. As technology marches...
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....
Why Our Culture Is Your Advantage
The Journal | January 2024
How do you build a robust company culture? Off the heels of our recent firm-wide offsite, Robyn Ross, Head of People & Talent, identifies some of our key findings and...
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...
The Management Factor
The Journal | September 2023
At Burgundy, we believe understanding the management teams behind the companies we invest in is essential. But what does that actually entail? In this deep dive, Portfolio Managers Ching Chang...
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....