At Burgundy, we understand the responsibility of wealth.
We’ve been building long-term relationships and wealth that spans generations since 1991.
Individuals & Families
Partner with an investment manager who understands your need to protect and grow wealth over time.
Institutions
Work with an experienced team using a rigorous, research-based, bottom-up, quality-value investment approach.
Explore Burgundy
-
Our Core Values
-
Working with Us
-
Our Investment Approach
-
ESG Integration
-
Our Investment Strategies
-
Celebrating our milestones
Our core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s valuesWhen working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with BurgundyQuality-value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.
Learn more about how Burgundy investsOur disciplined, bottom-up approach allows ESG factors to be evaluated at the onset of the investment process.
Learn more about how Burgundy integrates ESGWe offer a number of equity, balanced and fixed income strategies for institutional investors.
Learn more about Burgundy’s investment strategiesTake a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestonesOur core values – Always Act in our Clients’ Best Interests, Courage and Honesty – guide us to do the right thing.
In our case, doing the right thing means doing right by our clients.
Learn more about Burgundy’s values
When working with individuals and families, our focus is on understanding your unique situation and needs.
We determine an asset allocation that reflects those needs, and work closely with you over time to ensure you remain committed to your long-term goals.
Learn more about working with Burgundy
Quality-value investing is based on investing in great companies when we can buy them for less than they are worth and holding them for the long term.
Learn more about how Burgundy invests
Our disciplined, bottom-up approach allows ESG factors to be evaluated at the onset of the investment process.
Learn more about how Burgundy integrates ESG
We offer a number of equity, balanced and fixed income strategies for institutional investors.
Learn more about Burgundy’s investment strategies
Take a journey through Burgundy’s past as we celebrate some of the key people, recognize the fundamental thinking, and share the pivotal moments that have shaped the firm over our 30+ year history.
Explore our story by visiting our timeline of milestones
What’s New at Burgundy?
Minerva: Issue 7
Minerva | March 2024
Generational wealth means more than the transfer of financial assets from one generation to the next. It is about the transfer of purpose and values that guide our decision-making....
3 for 30
The View | February 2024
Can you distill a three-decade career down to three essential lessons? On the heels of his 30th anniversary, Portfolio Manager David Vanderwood is up to the challenge. In this View...
Transitioning a Family Business
The Journal | January 2024
Are you a family business owner grappling with the challenges of generational transition? You're not alone. The next generation has a different vision for their future, and the family business...
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...
Subscribe to 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.