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.
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....
Recession Ready
The Journal | July 2023
After months of economists sounding the alarms for a recession, many investors are seeking advice on how to prepare for the uncertain economic future. In this piece, Investment Counsellor Rachel...
What Warren Buffett Didn't Do
The Journal | June 2023
At Burgundy, we often celebrate the accomplishments of Warren Buffett – quoting his famous quips, sharing takeaways from Berkshire’s annual letter, and drawing inspiration from his remarkable inve...
2022 Corporate Sustainability Report
The Journal | April 2023
Creating the future most important to our clients is about delivering differentiated investment results and growing their capital over time. For Burgundy to succeed here, we need to take a...
Burgundy Philanthropy Series: The Lacey Family
The Journal | March 2023
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani led a live discussion and Q&A period with John and Ebby Lacey, and their...
PDF: Minerva: The Women of Burgundy Magazine, Issue 6
Minerva | March 2023
The sixth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors......
Minerva Issue 6: In Conversation with the Honourable Margaret Norrie McCain
Minerva | March 2023
In June 2022, the Women of Burgundy hosted an intimate evening with the Honourable Margaret “Margie” Norrie McCain, one of Canada’s most prominent philanthropists, an advocate for early childhoo...