Category: How to invest with a quality-value outlook
Philip Doyle

FeaturedKey Messages from Burgundy’s Conference Call

  Burgundy’s November conference call is becoming something of a pre-holiday tradition. This year’s call featured an update from Richard Rooney, our President and Chief Investment Officer, and comments from Chief Operating Officer Robert Sankey, and Chairman and Chief Executive … Read More →

Evan Delaney

Time in the Market

      There was a recurring theme at the annual Burgundy Client Day on June 8th: the market is getting expensive. Burgundy’s Portfolio Managers highlighted the difficulties finding high-quality companies at attractive prices in the current market environment. Given … Read More →

Greg Dowdall

Deconstructing Quality, Part II

  Part I of the series looked at how Burgundy assesses the quality of a business via three elements – business characteristics, financial attributes and management – and examined the specific business characteristics that help to define a quality business. … Read More →

Hayley Carr

The Capacity to Endure Pain

  If you have seen The Big Short, the 2015 film adaptation of Michael Lewis’ book of the same name, you will remember the scene in which Michael Burry (played by Christian Bale) takes out his frustrations on his drum … Read More →