Foundation Stewardship: A Board Member’s Perspective

Foundation Stewardship: A Board Member’s Perspective

The Journal | January 2023

For foundations and endowments to be successful, they must be managed, sustained, and grown over the long term. However, long-term planning can be challenging, especially during periods of volatility...

Drawing Parallels

Drawing Parallels

The Journal | December 2022

In our latest Journal, Investment Analyst David Hao draws parallels between Korea and China and considers how comparative research allows for more informed investment decisions. Key Points: St...

It's About Time

It's About Time

The Journal | November 2022

Off the heels of last week’s market rally, you might be wondering what this recent spike means for you and your investments. Mathew Harrison breaks down what influences market...

Burgundy Philanthropy Spotlight: The Arrell Family

Burgundy Philanthropy Spotlight: The Arrell Family

The Journal | October 2022

As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani sat down with Burgundy’s Chairman and Co-Founder Tony Arrell, his wife Anne, and their daughter...

Correlation Breakdown

Correlation Breakdown

The Journal | September 2022

You may be wondering why bondholders are on such shaky ground lately. Hear Portfolio Manager James Arnold explore how we got here and where we might be headed. 2022 has been...

ESG at Burgundy: A 2022 Update

ESG at Burgundy: A 2022 Update

The Journal | September 2022

As environmental, social, and governance impacts continue to develop, Chief Investment Officer Anne Mette de Place Filippini provides an overview of Burgundy’s ongoing efforts in this space. Among o...

Does Value Matter?

Does Value Matter?

The Journal | August 2022

For over 30 years, Burgundy's approach has been to own quality businesses while being mindful of the price paid. When both these attributes are considered carefully, we believe the result is...

Disagreeable Me

Disagreeable Me

The View | July 2022

In a world that begs we take a consensus view, taking the road less travelled can be an uncomfortable choice socially and spiritually. In this View from Burgundy, Portfolio Manager...

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