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.
Inside a Foundation Portfolio
The Journal | August 2026
In 1996, a presentation by David Swensen, then Chief Investment Officer at Yale University, introduced Burgundy Co-Founder Richard Rooney to the idea that a foundation with an endowed corpus is theore...
Process over Prediction
The Journal | July 2026
When market noise is deafening, how do you build a resilient portfolio that can withstand change? At this year’s 27th Burgundy Forum, members of our Investment Team discussed what...
Observations from Planet Earth
The Journal | June 2026
Richard Rooney had sworn off market forecasting until a startling chart changed his mind. In “Observations from Planet Earth,” he reflects on the trends driving today’s markets, what happens...
The Inheritance Economy
The Journal | April 2026
Unpacking how the Bank of Mum and Dad has changed the way younger generations live. As tax season wraps up, many Canadians may have contributed to a First Home Savings...
2025 ESG Report
The Journal | April 2026
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...
The AI Reset
The Journal | March 2026
Market volatility has been elevated recently amid shifting economic conditions and evolving geopolitics. Beneath the surface, investors have also been reassessing parts of the technology space based o...
Minerva: Issue 9
Minerva | March 2026
Even after earning degrees and building meaningful careers, many younger Canadians are finding financial independence harder to achieve, as milestones like home ownership slip further out of reach. ...
2025 in Review
The Journal | January 2026
Mathew Harrison, Head of Burgundy’s Private Client Group, sat down with Burgundy’s CIO Andrew Iu to reflect on a year shaped by tariff tensions, AI enthusiasm, surging gold...