Views & Insights
ESG: Where We Stand

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...

China: How Our Investment Approach Travels

China: How Our Investment Approach Travels

The Journal | August 2021

While opinions about China vary, one thing is certain – there is a lot of change taking place there. Now the world’s second-largest stock market, China has experienced a booming...

Spotlight on the Longo’s Family Charitable Foundation

Spotlight on the Longo’s Family Charitable Foundation

The Journal | July 2021

The Longo’s Family Charitable Foundation, formed in 1998, has served as an important vehicle for the family’s philanthropic interests and values. Equally as important, it has helped the Longo...

Finding A Needle In A Haystack

Finding A Needle In A Haystack

The Journal | July 2021

Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...

Drawing An Income

Drawing An Income

The Journal | June 2021

Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Ha...

Opportunity Knocks

Opportunity Knocks

The Journal | March 2021

Investment Analyst Irena Petkovic invites us into her first year at Burgundy, which happened to coincide with the year of COVID-19. In this exploratory piece, Irena delves into the world...

So You Want to Hold a Family Meeting?

So You Want to Hold a Family Meeting?

The Journal | March 2021

Many high-net-worth families embrace the idea that family meetings should be a vital part of involving and preparing the next generation. Even when convinced of the value, however, families can...

Avoid the Traps and Prevent a Fall

Avoid the Traps and Prevent a Fall

The Journal | February 2021

As he sifts through the noise of a 24-hour news cycle, Investment Analyst Donald Gawel offers insight into the world of value investing and valuation. Using case studies as evidence...

Active Management vs. Passive Investing: A Fixed Income Perspective

Active Management vs. Passive Investing: A Fixed Income Perspective

The Journal | December 2020

When comparing the debt markets to the S&P 500 Index, famed financial journalist James Grant called them “illiquid and inefficient,” adding that it’s “part of their charm.” While...

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