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.
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...
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...
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...
2021 Sustainability Report: Reflecting on our Journey
The Journal | December 2021
At its core, the concept of ESG is really about long-term sustainability. Sustainability in everything we do has always served as a North Star concept at Burgundy. We exist to...
The View | November 2021
In this latest View from Burgundy, Canadian equities Portfolio Manager David Vanderwood advocates for the importance of considering trade-offs when solving complex problems, as he explores the ongoing...
ESG: Where We Stand
The Journal | September 2021
Chief Investment Officer Anne Mette de Place Filippini tackles the evolving topic of ESG (environmental, social, and governance). In this overview, Anne Mette explores how Burgundy’s integrated appr...