Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
Leading the Way for Generational Wealth
The Journal | March 2024
As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...
Transitioning a Family Business
The Journal | January 2024
Are you a family business owner grappling with the challenges of generational transition? You're not alone. The next generation has a different vision for their future, and the family business...
Why Our Culture Is Your Advantage
The Journal | January 2024
How do you build a robust company culture? Off the heels of our recent firm-wide offsite, Robyn Ross, Head of People & Talent, identifies some of our key findings and...
2023 ESG Report
The Journal | December 2023
Read our 2023 report to learn more about Burgundy’s ESG integration over the past 12 months. Highlights include an update on our Sustainability Council, a look at recent developments from our...
A Giant Departs
The Journal | November 2023
As the investment world mourns the passing of Charlie Munger, Burgundy’s Co-Founder Richard Rooney pays tribute to the business titan. The portrait featured of Charlie Munger and Warren Buffett...
A Guide to Giving: Tax Strategies & Financial Planning
The Journal | November 2023
Want to optimize your charitable contributions? In this conversation, Burgundy Investment Counsellor Jessie Bobinski was joined by Cynthia Kett from Stewart & Kett Financial Advisors to discuss th...
Higher for Longer?
The Journal | October 2023
In an effort to stomp out inflationary pressures, we’ve seen central banks touting a commitment to keep interest rates “higher for longer.” But what does that mean for your...
The Management Factor
The Journal | September 2023
At Burgundy, we believe understanding the management teams behind the companies we invest in is essential. But what does that actually entail? In this deep dive, Portfolio Managers Ching Chang...