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.
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...
A Modest Proposal
The Journal | February 2025
Amid trade war threats, political instability, and the potential overhaul of longstanding policies, Canada faces an uncertain and turbulent future. In this piece, Burgundy Co-Founder Richard Rooney co...
Navigating Trump's Tariffs
The Journal | February 2025
Political rhetoric has now translated into policy. On Saturday, President Donald Trump enacted tariffs on imports from Canada, Mexico, and China. For Canadians, this includes a 10% tariff on energy to...
2024 ESG Report
The Journal | January 2025
At Burgundy, we recognize that ESG considerations are constantly evolving, and we integrate these principles throughout our organization—through our active engagement with portfolio companies, educa...