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.
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...
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, we explore why holding a range of investments makes...
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...