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.
Minerva Issue 6: Remembering Wilma Soss
Minerva | March 2023
Before institutional investors dominated the investment landscape, most public-company shareholders were individuals who owned their stock directly. The human identity of these shareholders was an imp...
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...
It's About Time
The Journal | November 2022
Off the heels of last week’s market rally, you might be wondering what this recent spike means for you and your investments. Mathew Harrison breaks down what influences market...
Burgundy Philanthropy Spotlight: The Arrell Family
The Journal | October 2022
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani sat down with Burgundy’s Chairman and Co-Founder Tony Arrell, his wife Anne, and their daughter...
Correlation Breakdown
The Journal | September 2022
You may be wondering why bondholders are on such shaky ground lately. Hear Portfolio Manager James Arnold explore how we got here and where we might be headed. 2022 has been...
ESG at Burgundy: A 2022 Update
The Journal | September 2022
As environmental, social, and governance impacts continue to develop, Chief Investment Officer Anne Mette de Place Filippini provides an overview of Burgundy’s ongoing efforts in this space. Among o...