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In the sixth issue of Minerva, we explore the wisdom, experiences and perspectives of remarkable women, each of whom has paved her own unique path to becoming informed and successful investors. We invite you to engage with and enjoy this issue of Minerva. bit.ly/3SBljrG

In of our ongoing Burgundy series on family philanthropy, Angela Bhutani led a live discussion with the Lacey Family. Hear John Lacey and his family discuss philanthropy, community, and decision-making as a family. To learn more, follow the link below. bit.ly/3KbDfqe

In June 2022, the Women of Burgundy hosted the Honourable Margaret Norrie McCain, one of Canada’s most prominent philanthropists, an advocate for early childhood education, and the first woman to serve as lieutenant governor of Nova Scotia. Read More: bit.ly/3ZAZ5YC

We are happy to share our second Corporate Sustainability Report, highlighting some of Burgundy’s key initiatives around diversity, philanthropy, and the environment. Click the link to learn more: bit.ly/3KcoHVV

For over 30 years, we have remained 100% private and employee-owned. Rather than be swayed by outside influences or short-term market swings, our independence allows us to focus on the people who matter most — our clients. bit.ly/3Un1hlE

While price volatility is certainly uncomfortable, we believe it is also necessary to uncover something of value and helps us pick up new ideas at attractive valuations. bit.ly/3mkDNBa

Last month’s banking turmoil highlighted an important element of our research process

Family philanthropy is a family matter. Hear John Lacey and his family discuss philanthropy, community, and decision-making as a family. To learn more, follow the link below. bit.ly/41IpCob

Did you know that Europe has been leading global market returns? bit.ly/3An7AfR

Curious about Burgundy's approach to diversity, equity, and inclusion (DEI)? Read Robyn Ross's piece from our 2022 Corporate Sustainability Report. bit.ly/3ABE8CP

Learn how Burgundy has been partnering with institutional and forging long-term relationships since 1994. Read More: bit.ly/44eHmtH

Learn why Kelly Meighen, President of the T.R. Meighen Family Foundation, believes it's crucial for women to invest in and support women entrepreneurs. bit.ly/3NCEf8Y

We were delighted to host our clients at the Montreal Planetarium. The evening was filled with insightful conversations, featuring a keynote address by our CEO and stimulating panel discussions that fostered education and connections with our esteemed guests.

At Burgundy, we are striving to build sustainable practices and habits into our business model and culture, slowly closing the knowing-doing gap. Read Julie Cordeiro's piece from our 2022 Corporate Sustainability Report. bit.ly/3pnbeE4

We had a wonderful time hosting our 24th Burgundy Forum, where we were fortunate to have hundreds of clients join us both in person in Toronto and virtually. We appreciate the opportunity to connect with our clients and look forward to continuing to serve their investment needs.

Learn why, at Burgundy, our Portfolio Managers and Analysts are investment generalists organized by region. bit.ly/3BjhQpW

Congratulations to Tony and fellow inductees.

With permanent loss of capital making news headings, hear James Arnold discuss Burgundy’s quality/value approach to investing in bonds.

At Burgundy, our culture of giving began with our Co-Founders Tony Arrell and Richard Rooney and has continued to develop over the years, inspiring many others to follow. Read Angela Bhutani’s piece from our 2022 Corporate Sustainability Report. bit.ly/3WFFiaE

Hear CEO Robert Sankey as he discusses Burgundy’s steadfast focus on the long term, underpinned by a crucial element.