Yearly Archives: 2012
Ken Broekaert

Europe: Navigating the Storm (Part III)

In Part I I explained that we let the strong management of our great companies generate value for us over time, and in Part II that our returns are generated by avoiding big losers – the companies we don’t own. … Read More →

Mathew Harrison

Time to Re-establish Trust

Investor optimism is at a low point due to a lack of confidence in the financial system, and the reasons for this are many and varied. From the financial crisis of 2008 that erased a significant amount of investor savings … Read More →

Ken Broekaert

Europe: Navigating the Storm (Part II)

In Part I, I discussed how Burgundy has navigated the storm in Europe by owning great companies with strong profits, regardless of the macroeconomic scenario. In Part II I will look at the importance of avoiding large losses – what … Read More →

Craig Pho

Is Japan Our Future?

Our latest edition of The View from Burgundy, titled “Is Japan Our Future? Investing in Deflationary Times,” is now available! As bottom-up value investors, we look for quality companies that can be purchased at discounted prices no matter where they … Read More →