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, to share his thoughts on Burgundy’s culture. The conversation outlines the expectations we place on ourselves: to think independently, act with integrity, and remain accountable to our clients and to one another. These values have long shaped our culture and continue to guide us today.
While our ownership structure is set to change by end of calendar year 2025, our standards won’t change. This podcast reflects the mindset we are committed to preserving as we continue to serve our clients for generations to come.
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
References to third party materials do not imply endorsement by or affiliation with Burgundy Asset Management Ltd.
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.
