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.
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...
The New Map of Life
The Journal | March 2025
With lifespans continuing to rise, wealth management demands even more of our attention. As part of Burgundy’s commitment to helping clients plan for longer lives—enabling them to live...
Minerva: Issue 8
Minerva | March 2025
Since the 1950s, the average global lifespan has increased from 47 to 73 years—an extraordinary 26-year expansion in just seven decades. Addressing this shift requires resources to extend our health...
One Bond at a Time: Burgundy's Credit Approach
The Journal | February 2025
Whether you are an individual or institutional investor, credit—and the income it generates—can play an important role in a well-diversified portfolio. For over 20 years, Burgundy has remained com...