Author: Joe Rooney
Joe Rooney

Top-Down vs. Bottom-Up

There are two common categories of investors: “top-down” and “bottom–up.” These terms refer to an investor’s starting point when approaching a potential investment. Top-down investors begin by evaluating the macroeconomic environment, while bottom-up investors start by researching individual companies. The … Read More →

Joe Rooney

What Keeps Burgundy Up at Night?

Regardless of market conditions, there is one question we regularly field in client meetings: “What keeps you up at night?” For me, it is a potential misunderstanding between us and our clients. In the financial world, it is easy to … Read More →

Joe Rooney

Commodities, Contrarianism & Conviction

  Following is a common dialogue at recent investment meetings with our Canadian clients.   “Where is the price of oil going?” “The price of oil will increase.”   “When?” “We are not sure; it may decrease some more before … Read More →

Joe Rooney

Berkshire Hathaway AGM 2014

Every May, a group from Burgundy heads down to Omaha, Nebraska for Berkshire Hathaway’s Annual General Meeting (AGM). This AGM is like no other! The venue is the CenturyLink Center – picture Toronto’s Air Canada Centre with a convention centre … Read More →