Burgundy Spotlight: The Humphrey Group’s Inspire Podcast

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, both in work and in life.

In this episode, Bart invites Richard Rooney, Burgundy’s President and Chief Investment Officer (CIO), to share his thoughts on how Burgundy’s culture has enabled its sustained success. Richard discusses the Investment Team’s approach to collaboration and accountability, and offers insight into succession as he prepares to transition his CIO role to Anne Mette de Place Filippini, Senior Vice President, Deputy CIO and Portfolio Manager of Emerging Markets.

Highlights of the session include:

  • 02:57: Developing a responsibility culture
  • 09:13: Exploring the history of Burgundy
  • 12:46: Building the Burgundy team
  • 14:53: Concentrating on individual investments
  • 20:27: Avoiding value traps
  • 27:12: Preparing for the CIO transition

Listen to the Inspire Podcast with Richard Rooney


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This post is presented for illustrative and discussion purposes only. It is not intended to provide investment advice and does not consider unique objectives, constraints or financial needs. Under no circumstances does this post suggest that you should time the market in any way or make investment decisions based on the content. Select securities may be used as examples to illustrate Burgundy’s investment philosophy. Burgundy funds or portfolios may or may not hold such securities for the whole demonstrated period. Investors are advised that their investments are not guaranteed, their values change frequently and past performance may not be repeated. This post is not intended as an offer to invest in any investment strategy presented by Burgundy. The information contained in this post is the opinion of Burgundy Asset Management and/or its employees as of the date of the post and is subject to change without notice. Please refer to the Legal section of this website for additional information.