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: Years in the Making
Minerva | March 2023
With over 35 years of experience, Lisa Ritchie, CFA, has been an invaluable member of Burgundy Asset Management and the Women of Burgundy. Passionate about finance, problem solving, and helping others...
Minerva Issue 6: Changing the Narrative
Minerva | March 2023
Hayley Wickenheiser is known as one of the greatest Canadian hockey players to ever set foot on the ice. She was a member of Canada’s women's national team for...
Minerva Issue 6: Ambition with Purpose
Minerva | March 2023
Sarah MacNicol joined Burgundy in 2015. Now an investment counsellor, she works directly with individuals and families to steward their investment portfolios. Sarah earned an Honours Business Administ...
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...