Sustainable Investing
Guided by the goal of protecting and growing your capital over the long term.
Integration
At Burgundy, we take an ESG integration approach in our investing. This involves incorporating material environmental, social, and governance (ESG) considerations in our investment process and decision making.
Our investment process is centered on rigorous due diligence of the companies that we evaluate. Through this process we identify and assess factors, including ESG risks and opportunities, that are material to the long-term value of those companies.
Our consideration of ESG factors is limited to their impact on the intrinsic value of the companies, and the pursuit of superior long-term risk adjusted returns for our clients.
2024 ESG Report
At Burgundy, we recognize that ESG considerations are constantly evolving, and we integrate these principles throughout our organization—through our active engagement with portfolio companies, educational sessions on climate change and the environment, and our commitment to living ESG values through volunteerism and philanthropic initiatives. Read our 2024 ESG Report to learn more about these efforts and other highlights from the past 12 months.
