Yearly Archives: 2013
Richard Rooney

Beyond the Returns: Selecting a Money Manager

When selecting a manager, most people start, logically enough, with the returns. That is the money manager’s product, after all. But all too often the disclosure that past performance is no guarantee of future returns seems to be more of … Read More →

Mathew Harrison

On Gold

Given the dramatic drop this week in the price of gold, we thought it timely to revisit Burgundy’s view on the topic. At Burgundy, we are often asked about gold and, more specifically, why we are reluctant to own any … Read More →

Anne Maggisano

Warren Buffett: Contrarian Thinking & Investing in Action

Warren Buffett’s annual shareholder letter is always a major event at Burgundy and this year was no exception. The release of the letter on March 1st, a Friday afternoon, meant that many of us spent our weekend parsing Buffett’s every … Read More →

Hayley Carr

Stoicism and the Art of Portfolio Intervention

In April 2012 we published an issue of The View from Burgundy, titled “An Investment Lesson from Warren Buffett,” that examined the Oracle of Omaha’s investment philosophy to see what could be gleaned from his approach. It centred on how … Read More →