Sustainable Investing
Guided by the goal of protecting and growing your capital over the long term.
Integration
At Burgundy, we take an ESG integration approach in our investing. This involves incorporating material environmental, social, and governance (ESG) considerations in our investment process and decision making.
Our investment process is centered on rigorous due diligence of the companies that we evaluate. Through this process we identify and assess factors, including ESG risks and opportunities, that are material to the long-term value of those companies.
Our consideration of ESG factors is limited to their impact on the intrinsic value of the companies, and the pursuit of superior long-term risk adjusted returns for our clients.
2025 ESG Report
At Burgundy, ESG considerations are a natural extension of our long-term investment approach and are reflected in our investment priorities, including active engagement with portfolio companies and a disciplined approach to proxy voting. Read our 2025 ESG Report for more on these efforts, as well as updates from the Burgundy Legacy Foundation, the Minerva Summit, and other highlights from across the firm.
