In his closing remarks at this year’s Burgundy Forum, CEO Rob Sankey reflects on our journey since our first-ever Client Day. While Burgundy’s client-first mentality and core values have remained steadfast since 2000, we continue to adapt to meet our clients’ evolving needs.

KEY POINTS

  • Maintaining a consistent investment approach
  • Strengthening our non-investment principles
  • Building and protecting clients’ capital
  • Evolving our philanthropic offering to meet our clients’ needs

 

Rob Sankey

Robert Sankey, CFA

Chief Executive Officer

The Burgundy Forum is our flagship event, offering our clients the chance to hear directly from our Investment Team. Each year, we share our market perspective and discuss maintaining a long-term view in a short-term-focused world. In 2024, we celebrated the Forum’s 25th anniversary.

 

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.