Research. Comes. First.

Research. Comes. First.

The Journal | April 2022

What does it mean to conduct investment research today? In an age when information is instant and readily available, you may ask how Burgundy manages to sift through the relentless...

The Consolidator Checklist

The Consolidator Checklist

The Journal | April 2022

In a space that’s free of investment screening tools and fraught with cautionary tales, mergers and acquisitions require careful attention to detail. Using case study examples, Investment Analyst Ir...

2021 Sustainability Report:  Reflecting on our Journey

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...

Prices on the Rise

Prices on the Rise

The Journal | November 2021

After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...

Don't See It, Believe It: The Phenomenon of Collective Belief

Don't See It, Believe It: The Phenomenon of Collective Belief

The Journal | November 2021

Finding an unlikely parallel between Icelandic elves and cryptocurrencies, Investment Analyst Donald Gawel argues the power of collective belief in financial markets and provides insight into how Burg...

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...

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