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.
From Burgundy's Bookshelf
The Journal | August 2023
“I read this great book…” is a popular refrain in the Burgundy office. If you eavesdrop in the kitchen, impassioned literary pitches often overwhelm the drone of the coffee machine....
Recession Ready
The Journal | July 2023
After months of economists sounding the alarms for a recession, many investors are seeking advice on how to prepare for the uncertain economic future. In this piece, Investment Counsellor Rachel...
What Warren Buffett Didn't Do
The Journal | June 2023
At Burgundy, we often celebrate the accomplishments of Warren Buffett – quoting his famous quips, sharing takeaways from Berkshire’s annual letter, and drawing inspiration from his remarkable inve...
2022 Corporate Sustainability Report
The Journal | April 2023
Creating the future most important to our clients is about delivering differentiated investment results and growing their capital over time. For Burgundy to succeed here, we need to take a...
Burgundy Philanthropy Series: The Lacey Family
The Journal | March 2023
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani led a live discussion and Q&A period with John and Ebby Lacey, and their...
Consider Your Purchasing Power
The Journal | February 2023
If you haven’t thought about your cash management lately, now’s the time to pay attention. In this Burgundy Journal, we share how to put your elevated cash levels...
Foundation Stewardship: A Board Member’s Perspective
The Journal | January 2023
For foundations and endowments to be successful, they must be managed, sustained, and grown over the long term. However, long-term planning can be challenging, especially during periods of volatility...
Drawing Parallels
The Journal | December 2022
In our latest Journal, Investment Analyst David Hao draws parallels between Korea and China and considers how comparative research allows for more informed investment decisions. Key Points: St...