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.
The Challenge of Wealth Transfer
The Journal | April 2024
Wealth transfer can be a formidable challenge, whether on an individual level, within a family dynamic, or from a business standpoint. Drawing from decades of research experience, Chief Investment Off...
Leading the Way for Generational Wealth
The Journal | March 2024
As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...
Minerva: Issue 7
Minerva | March 2024
Generational wealth means more than the transfer of financial assets from one generation to the next. It is about the transfer of purpose and values that guide our decision-making....
PDF: 3 for 30
The View | February 2024
Can you distill a three-decade career down to three essential lessons? On the heels of his 30th anniversary, Portfolio Manager David Vanderwood is up to the challenge....
Transitioning a Family Business
The Journal | January 2024
Are you a family business owner grappling with the challenges of generational transition? You're not alone. The next generation has a different vision for their future, and the family business...
Why Our Culture Is Your Advantage
The Journal | January 2024
How do you build a robust company culture? Off the heels of our recent firm-wide offsite, Robyn Ross, Head of People & Talent, identifies some of our key findings and...
2023 ESG Report
The Journal | December 2023
Read our 2023 report to learn more about Burgundy’s ESG integration over the past 12 months. Highlights include an update on our Sustainability Council, a look at recent developments from our...
A Giant Departs
The Journal | November 2023
As the investment world mourns the passing of Charlie Munger, Burgundy’s Co-Founder Richard Rooney pays tribute to the business titan. The portrait featured of Charlie Munger and Warren Buffett...