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 clutter of this seemingly unfettered access.

In this educational video series, Andrew Iu, Director of Research and Portfolio Manager, attempts to answer this question and others as he explores what deep fundamental research looks like today. He shares how Burgundy’s investment team thinks about research, benefits from a regional focus, relies on collaboration, and differentiates facts from opinions.

For an alternate format, access the transcript via the “Download PDF” link at the top of this post. The transcript has been edited for clarity.


Andrew breaks down Burgundy’s investment philosophy, shares the importance of being long-term oriented, and provides an organizational overview of the investment team.


Andrew shares the benefits of applying a regional focus, which includes agility and accountability, and discusses how collaboration is imperative to success.


Andrew explains how questioning unconscious and implicit biases, following the numbers, and seeking out a variety of opinions are all crucial to differentiating facts from opinions.

Andrew Iu

Andrew Iu, CFA

Vice President,

Portfolio Manager,

Director of Research

Curious to learn more about why research comes first at Burgundy? Click here or please contact us.


This post is presented for illustrative and discussion purposes only. It is not intended to provide investment advice and does not consider unique objectives, constraints or financial needs. Under no circumstances does this post suggest that you should time the market in any way or make investment decisions based on the content. Select securities may be used as examples to illustrate Burgundy’s investment philosophy. Burgundy funds or portfolios may or may not hold such securities for the whole demonstrated period. Investors are advised that their investments are not guaranteed, their values change frequently and past performance may not be repeated. This post is not intended as an offer to invest in any investment strategy presented by Burgundy. The information contained in this post is the opinion of Burgundy Asset Management and/or its employees as of the date of the post and is subject to change without notice. Please refer to the Legal section of this website for additional information.