Views & Insights
We put our principles and practices on record so that we can inform and foster conversation with our clients.
Minerva Issue 4: In Conversation with Chief Investment Officer
Minerva | April 2021
In March of 2021, Burgundy’s vice presidents Lisa Ritchie and Anne Maggisano sat down with Burgundy Chief Investment Officer Anne Mette de Place Filippini. Anne Mette reflects on a year...
PDF: Minerva: the Women of Burgundy Magazine, Issue 4
Minerva | April 2021
The fourth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
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
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
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...
A Rock Bottom Price
The View | December 2020
A recent bid on Rocky Mountain Equipment inspires this latest View from Burgundy. With an eye on Western Canada’s agricultural equipment environment, Portfolio Manager Andrew Iu, Canadian small cap...
Active Management vs. Passive Investing: A Fixed Income Perspective
The Journal | December 2020
When comparing the debt markets to the S&P 500 Index, famed financial journalist James Grant called them “illiquid and inefficient,” adding that it’s “part of their charm.” While...