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: Resilience and Surviving Crises
Minerva | April 2021
The spotlight on governance has intensified due to the COVID-19 crisis. This article captures the highlights of a December 2020 conversation between Colleen Johnston, a former member of TD Bank’s...
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...