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.
A Modest Proposal
The Journal | February 2025
Amid trade war threats, political instability, and the potential overhaul of longstanding policies, Canada faces an uncertain and turbulent future. In this piece, Burgundy Co-Founder Richard Rooney co...
Navigating Trump's Tariffs
The Journal | February 2025
Political rhetoric has now translated into policy. On Saturday, President Donald Trump enacted tariffs on imports from Canada, Mexico, and China. For Canadians, this includes a 10% tariff on energy to...
2024 ESG Report
The Journal | January 2025
At Burgundy, we recognize that ESG considerations are constantly evolving, and we integrate these principles throughout our organization—through our active engagement with portfolio companies, educa...
There's a New Tariff in Town
The Journal | December 2024
With Donald Trump’s re-election to the White House, tariffs are back in the spotlight. Beyond the fog of speculation, social media posts, and market uncertainty, we explore this complex...
The Morning After
The Journal | November 2024
First thing in the morning of Nov 6, it appears that Donald Trump has completed the most amazing comeback in American political history, and possibly in the entire history of global...
Passing the Torch
The Journal | October 2024
How do you pass the torch in a family business without letting the flame die out? As the great wealth transfer unfolds, many families face the challenges of preserving their...
Beyond the Desk: Why We Travel
The Journal | October 2024
Whether walking the factory floor in India, meeting with management teams in Amsterdam, or observing local consumers in Red Deer, some insights cannot be captured from just reading an annual...
Beyond the Ballot
The Journal | September 2024
Curious about how the U.S. presidential election could impact your investments? While it's easy to assume that politics and stock market performance are closely linked, historical data tells a...