Author: Ken Broekaert
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 →

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 →

Ken Broekaert

Europe: Navigating the Storm

Over the last 12 years, since launching the Burgundy European Equity Fund, the European market has declined by 1.6% per year, turning one dollar into $0.82 for the index investor,(1) while our European Equity Fund earned more than 7.8% per … Read More →

Ken Broekaert

European Equities

As part of a Globe and Mail article on investing in Europe, I was recently interviewed by Brian Milner to discuss how Burgundy invests in European equities. My message was simple: “Don’t let that macro worry keep you from investing … Read More →