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.
Minerva Issue 4: Profit and Purpose
Minerva | April 2021
In November of 2020, in the midst of the COVID-19 pandemic, the Women of Burgundy hosted a conversation between Cisco Canada’s vice-president of corporate affairs, Willa Black, and Burgundy’s...
Minerva Issue 4: Women and Philanthropy
Minerva | April 2021
In the fall of 2020, Burgundy Vice President Angela Bhutani sat down with Deborah Gillis, President & CEO of the Centre for Addiction and Mental Health (CAMH) Foundation. The highlights of...
Minerva Issue 4: Remembering Maggie L. Walker
Minerva | April 2021
How the first African-American woman to charter a bank paved the way for women. Maggie L. Walker is remembered as a pioneering entrepreneur, a community leader and an enduring inspiration....
Opportunity Knocks
The Journal | March 2021
Investment Analyst Irena Petkovic invites us into her first year at Burgundy, which happened to coincide with the year of COVID-19. In this exploratory piece, Irena delves into the world...
So You Want to Hold a Family Meeting?
The Journal | March 2021
Many high-net-worth families embrace the idea that family meetings should be a vital part of involving and preparing the next generation. Even when convinced of the value, however, families can...
Avoid the Traps and Prevent a Fall
The Journal | February 2021
As he sifts through the noise of a 24-hour news cycle, Investment Analyst Donald Gawel offers insight into the world of value investing and valuation. Using case studies as evidence...
The Search for Income
The Journal | February 2021
In this short conversation, Investment Counsellor Jessie Bobinski speaks with Portfolio Manager Stephen Shuttleworth for an exploration into Burgundy’s Partners’ Canadian Income Fund. In this disc...
Remarks from Richard Rooney: 2020 in Review
The Journal | January 2021
Using the three pillars of knowledge, quality and scarcity, Richard Rooney reflects on the lessons that can be gleaned from an unprecedented year, and how Burgundy will position itself for...