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.
Our True North
The Journal | July 2025
Before sailors discovered the North Star, they navigated by sight alone—straining to find land, never sure they were on course. With Polaris came direction, and the confidence to cross...
Inside the Health-Care System: Realities, Challenges, & Opportunities
The Journal | July 2025
What’s the true cost of care in Canada? In this candid conversation from Minerva’s latest Summit, Burgundy’s Rachel Davies speaks with two leading voices in Canadian medicine,...
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...
Building The Women of Burgundy
The Journal | June 2025
Hosted by Bart Egnal, President and Chief Executive Officer of The Humphrey Group, The Inspire Podcast aims to share insights, stories, and tips to help its listeners intentionally inspire others,...
Longevity & Legacy
The Journal | May 2025
Are you designing your best life—or just hoping things fall into place? In this thoughtful conversation from Minerva’s most recent Summit, Julia Chung, financial expert and co-founder of...
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...