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: Women of Burgundy
The Challenge of Wealth Transfer
The Journal | April 2024
Wealth transfer can be a formidable challenge, whether on an individual level, within a family dynamic, or from a business standpoint. Drawing from decades of research experience, Chief Investment Off...
Leading the Way for Generational Wealth
The Journal | March 2024
As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...
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...
Women in Investment Management
The Journal | December 2016
We are excited to share an interview with Anne Mette de Place Filippini, Burgundy’s Senior Vice President and Portfolio Manager of Emerging Markets equities: “Women in Investment Management: Confi...
The Science and the Art
The Journal | November 2016
“There’s so much you can tell in a 10-minute tour of a plant. I can tell you right away whether we’re making money, if we have quality or...
Are You Faking It?
The Journal | April 2016
Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation...
Women of Burgundy: Making an Impact
The Journal | January 2016
When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a...
Women of Burgundy – Celebrating One Year
The Journal | May 2015
Have you ever wondered what happens when a company begins to invest its resources in the women in its community? Well, exactly one year ago, Burgundy did just that. We...