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.
Research. Comes. First.
The Journal | April 2022
What does it mean to conduct investment research today? In an age when information is instant and readily available, you may ask how Burgundy manages to sift through the relentless...
The Consolidator Checklist
The Journal | April 2022
In a space that’s free of investment screening tools and fraught with cautionary tales, mergers and acquisitions require careful attention to detail. Using case study examples, Investment Analyst Ir...
2021 Sustainability Report: Reflecting on our Journey
The Journal | December 2021
At its core, the concept of ESG is really about long-term sustainability. Sustainability in everything we do has always served as a North Star concept at Burgundy. We exist to...
Prices on the Rise
The Journal | November 2021
After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...
Don't See It, Believe It: The Phenomenon of Collective Belief
The Journal | November 2021
Finding an unlikely parallel between Icelandic elves and cryptocurrencies, Investment Analyst Donald Gawel argues the power of collective belief in financial markets and provides insight into how Burg...
China: How Our Investment Approach Travels
The Journal | August 2021
While opinions about China vary, one thing is certain – there is a lot of change taking place there. Now the world’s second-largest stock market, China has experienced a booming...
Spotlight on the Longo’s Family Charitable Foundation
The Journal | July 2021
The Longo’s Family Charitable Foundation, formed in 1998, has served as an important vehicle for the family’s philanthropic interests and values. Equally as important, it has helped the Longo...
Finding A Needle In A Haystack
The Journal | July 2021
Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...