Burgundy Asset Management

since 1990
  • 51-200 employees
  • Investment Management

Burgundy Asset Management

Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices.

Burgundy follows a bottom-up, value-driven investment approach supported by intensive fundamental research. Our rigorous, original research enables us to seek out strong, undervalued companies with the potential to achieve solid, absolute returns over the long term.

Founded in 1990, Burgundy began investing for clients in 1991. Our central mission is to protect and build the capital of our clients, who are seeking strong, long-term, absolute returns versus short-term, relative performance. We remain independent and employee owned, and invest alongside our clients so that our investment interests are directly aligned.

A Modest Proposal
  • 5 months ago

Amid trade war threats, political instability, and the potential overhaul of longstanding policies, Canada faces an uncertain and turbulent future. In this piece, Burgundy Co-Founder Richard Rooney...

Navigating Trump's Tariffs
  • 5 months ago

Political rhetoric has now translated into policy. On Saturday, President Donald Trump enacted tariffs on imports from Canada, Mexico, and China. For Canadians, this includes a 10% tariff on energy...

One Bond at a Time: Burgundy's Credit Approach
  • 5 months ago

Whether you are an individual or institutional investor, credit—and the income it generates—can play an important role in a well-diversified portfolio. For over 20 years, Burgundy has remained comm...

2024 ESG Report
  • 6 months ago

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, educ...

There's a New Tariff in Town
  • 7 months ago

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 topic throu...

The Morning After
  • 8 months ago

First thing in the morning of Nov 6, it appears that Donald Trump has completed the most amazing comeback in American political history, and possibly in the entire history of global electoral polit...

Passing the Torch
  • 9 months ago

How do you pass the torch in a family business without letting the flame die out? As the great wealth transfer unfolds, many families face the challenges of preserving their business legacy. David...

Beyond the Ballot
  • 10 months ago

Curious about how the U.S. presidential election could impact your investments? While it’s easy to assume that politics and stock market performance are closely linked, historical data tells a more...

Japan Today: Gaman & the Capacity to Endure
  • 10 months ago

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, Investmen...