This post is presented for illustrative and discussion purposes only. It is not intended to provide investment advice and does not consider unique objectives, constraints or financial needs. Under no circumstances does this post suggest that you should time the market in any way or make investment decisions based on the content. Select securities may be used as examples to illustrate Burgundy’s investment philosophy. Burgundy funds or portfolios may or may not hold such securities for the whole demonstrated period. Investors are advised that their investments are not guaranteed, their values change frequently and past performance may not be repeated. This post is not intended as an offer to invest in any investment strategy presented by Burgundy. The information contained in this post is the opinion of Burgundy Asset Management and/or its employees as of the date of the post and is subject to change without notice. Please refer to the Legal section of this website for additional information.
About the Author
Anne Maggisano, CFA
Anne works closely with individuals and families to understand their circumstances, objectives, and long-term priorities. Based on this understanding, she develops investment strategies designed around their needs and provides counsel on the broader decisions and responsibilities that come with wealth.<br />
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She is the founder of Women of Burgundy, a community she launched in 2014 to inspire women to make investing a priority and take a leadership role in managing their wealth. Today, the community includes more than 1,500 members and explores investing, family, legacy, and the stewardship of capital across generations.
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About the Author
Lisa Ritchie, CFA
Lisa has had a lifelong passion for math and problem solving. In business school, these interests translated into a keen curiosity of finance, capital markets and the psychology that drives investor behaviour. Early in her career, Lisa discovered her most impactful work derived from helping clients set investment priorities, realistic goals and strategic plans. A focus on the unique needs of each client and assisting them steward their life savings made her a great fit for Burgundy. After more than 30 years in the investment business, Lisa maintains that she learned something new and interesting every day.
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