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.
Explaining Powers of Attorney
The Journal | March 2025
Exploring what you need to know about one of the most critical—yet often overlooked—aspects of estate planning. Lucy Main, partner and co-chair of the Wills, Trusts, and Estates...
Minerva: Issue 8
Minerva | March 2025
Since the 1950s, the average global lifespan has increased from 47 to 73 years—an extraordinary 26-year expansion in just seven decades. Addressing this shift requires resources to extend our health...
One Bond at a Time: Burgundy's Credit Approach
The Journal | February 2025
Whether you are an individual or institutional investor, credit—and the income it generates—can play an important role in a well-diversified portfolio. For over 20 years, Burgundy has remained com...
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...