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.
Japan Today: Gaman & the Capacity to Endure
The Journal | September 2024
Amid claims of a corporate governance makeover and an endorsement from Warren Buffett, many foreign investors have developed a renewed interest in Japan. Drawing on his expat perspective, Investment A...
From Burgundy's Bookshelf
The Journal | August 2024
We are back with another installment of our summer reading list, where we snoop on the bookshelves of our Investment Team and share their suggestions with you. We hope you...
Investing’s Unsung Hero
The Journal | August 2024
In a market that seems to have largely forgotten about the benefits of diversification, whether across the market-cap spectrum or geographies, CIO Anne Mette de Place Filippini explores why holding...
Donor Advised Funds: Basics & Benefits
The Journal | July 2024
At Burgundy, our legacy of partnering with philanthropic families and managing assets for private family foundations is well established. Recently, a new avenue for charitable giving has gained popula...
Top Legal Considerations in the Transfer of Wealth
The Journal | July 2024
The legal aspects that come with generational wealth and legacy planning are important to consider, as Victoria E. Winter and Audrey A. Shecter of Beard Winter LLP (beardwinter.com) explained...
Welcome to the Party, Pal
The Journal | July 2024
In his speech from this year’s Burgundy Forum, Portfolio Manager Doug Winslow draws inspiration from an iconic action hero to explore investing during a digital revolution. As technology marches...
Giving with Purpose
The Journal | June 2024
What excites you? What inspires you? What breaks your heart? Dr. Sharilyn Hale encourages you to reflect on these questions when selecting the charitable cause that’s right for you....
Don't Just Do Something, Stand There
The Journal | June 2024
Guided by advice from the White Rabbit in Alice in Wonderland, CIO Anne Mette de Place Filippini takes us down memory lane at the 25th anniversary of the Burgundy Forum....