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.
CATEGORY: Investing the Burgundy way
There's a New Tariff in Town
The Journal | December 2024
With Donald Trump’s re-election to the White House, tariffs are back in the spotlight. Beyond the fog of speculation, social media posts, and market uncertainty, we explore this complex...
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...
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...
Now and Then: Reflecting on Our Client-First Focus
The Journal | August 2024
In his closing remarks at this year’s Burgundy Forum, CEO Rob Sankey reflects on our journey since our first-ever Client Day. While Burgundy’s client-first mentality and core values...
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, CIO Anne Mette de Place Filippini explores why holding...
Welcome to the Party, Pal
The Journal | July 2024
In his speech from this year’s Burgundy Forum, Portfolio Manager Doug Winslow draws inspiration from an iconic action hero to explore investing during a digital revolution. As technology marches...
Don't Just Do Something, Stand There
The Journal | June 2024
Guided by advice from the White Rabbit in Alice in Wonderland, CIO Anne Mette de Place Filippini takes us down memory lane at the 25th anniversary of the Burgundy Forum....