What history can tell us - and what it can't.
As investors know, past performance is no guarantee of future results. Markets change, economies change, and in many asset management firms, personnel and capabilities change frequently as well. In a surprising number of cases, the recent track record an investor sees does not reflect the efforts and skills of those who are currently managing the assets. Nor is past performance much help in evaluating the many hundreds of mutual funds - some of them very intriguing - that have only been in existence a short time.
A tradition that's broad as well as deep.
Our firm traces its roots back to 1931, when I.W. Burnham, II first came to Wall Street. Over the ensuing decades, the Burnham name became widely known in financial circles for its range of expertise. Today, our expertise extends to many facets of the financial world, from corporate finance to brokerage services. This breadth of experience, in tandem with the presence of many disciplines, all under one roof, means that the firm's financial professionals can gain a remarkably broad understanding of the various dimensions of financial markets.
Our firm has always chosen excellence over unbridled growth.
At Burnham, we remain committed to serving investors who understand the value of experience, yet also appreciate the entrepreneurial spirit that is a Burnham hallmark. Through our family of mutual funds, we offer individual investors the skill and judgement of the same professionals who manage assets for the firm's institutional and private clients. We invite you to take a closer look.