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.
The Consolidator Checklist
The Journal | April 2022
In a space that’s free of investment screening tools and fraught with cautionary tales, mergers and acquisitions require careful attention to detail. Using case study examples, Investment Analyst Ir...
PDF: Minerva: the Women of Burgundy Magazine, Issue 5
Minerva | March 2022
The fifth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 5: A Conversation with Patti Croft
Minerva | March 2022
In the spring of 2021, the Women of Burgundy hosted a conversation between Patti Croft, one of Canada’s most respected economists, and Burgundy Vice Presidents Lisa Ritchie and Anne Maggisano....
Minerva Issue 5: Grounded in Excellence
Minerva | March 2022
In the fall of 2021, Burgundy vice presidents Lisa Ritchie and Anne Maggisano sat down with Helen Kearns, CEO, and Susan Bell, President, of the investment advisory firm Bell Kearns and...
Minerva Issue 5: The Biggest Bluff
Minerva | March 2022
In June 2021, the Women of Burgundy Book Club hosted a conversation between Maria Konnikova, PhD. and author of “The Biggest Bluff” and Burgundy’s investment counsellors Meghan Moore, Kate Mosto...
Minerva Issue 5: Women and Philanthropy
Minerva | March 2022
Sabrina is a third-generation member of the Longo grocery business family. Rather than deciding to work in the family business, she pursued a career in the healthcare field, currently working...
Minerva Issue 5: Challenging the Statistic
Minerva | March 2022
Kimberly Nemeth joined Burgundy Asset Management in 2017 with a focus on institutional client relations. Kimberly earned a Bachelor of Arts (Mathematics) at Bard College, and is Co-President of Burgun...
Minerva Issue 5: Celebrating Roberta Jamieson
Minerva | March 2022
A leader for Indigenous representation and rights in Canada. A Mohawk from the Six Nations of the Grand River Territory, and an advocate for non-adversarial conflict resolution, Roberta Jamieso...