Views & Insights
So You Want to Hold a Family Meeting?

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...

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Avoid the Traps and Prevent a Fall

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...

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The Search for Income

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...

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Remarks from Richard Rooney: 2020 in Review

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...

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A Rock Bottom Price

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...

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Active Management vs. Passive Investing: A Fixed Income Perspective

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...

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Are We In For A Wave of Inflation?

Are We In For A Wave of Inflation?

The Journal | November 2020

To cap off our series on fixed income in a low interest rate environment, Portfolio Manager James Arnold evaluates the likelihood of runaway inflation and explores the case for continued...

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Investing In A Low Interest Rate Environment

Investing In A Low Interest Rate Environment

The Journal | November 2020

With yields on fixed income portfolios near all-time lows, COVID-19 has added to the investment challenges facing many individual investors and organizations. Investment Counsellor Philip Doyle and...

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Why Bonds?

Why Bonds?

The Journal | November 2020

In today’s environment of low interest rates, Portfolio Manager James Arnold tackles the million-dollar question in fixed income by breaking down the fundamental reasons for why investors should own...

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