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.
What we need
The Journal | March 2020
With far too much alone time this past week, and in response to the good questions you have been asking about this crisis, I developed the following narrative to convey...
Where we are now
The Journal | March 2020
At Burgundy, we pride ourselves on doing meticulous research and owning excellent companies run by trustworthy people. As quality/value investors, we often find the two parts of our philosophy...
Update from Burgundy on COVID-19 Response
The Journal | March 2020
The health and safety of our clients and our employees are of the utmost importance to us during this challenging period. Given the concern associated with the spread of COVID-19,...
In Volatile Times
The Journal | February 2020
Trade disputes, low and declining interest rates, an unpredictable political environment, and a potential pandemic all point to a future beyond the scope of existing forecasts. The significant market...
Expecting the Unexpected
The Journal | February 2020
"It’s 6:30 in the morning and I’m checking my inbox for the first time. It’s early. It’s also earnings season, when most public companies are releasing their...
Creating a Culture of Responsibility
The Journal | December 2019
Richard Rooney, President and CIO, shares his thoughts on how Burgundy’s culture has enabled its sustained success and discusses the Investment Team’s approach to collaboration and accountability...
Ships that Sail Best in a Light Wind
The Journal | November 2019
An update with Richard Rooney, President and Chief Investment Officer. Richard discusses the current economic environment and the motivations behind central bank monetary policy...
PDF: Minerva: the Women of Burgundy Magazine, Issue 2
Minerva | October 2019
The second issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors...