Category: Quality-value investing explained
Mathew Harrison

The Commodity Cycle and Expensive Christmas Trees

  The holiday season is one of my favourite times of the year. Taking a break from the hectic pace of day-to-day life is something to be treasured, especially with family and friends. Unfortunately, the holiday season can also take … Read More →

Philip Doyle

Key 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 →

Jeff Musial

Strength in Adversity

    On a recent trip to Japan, Burgundy’s Asian equity team travelled to what is possibly the country’s sleepiest prefecture in order to meet a manufacturer of niche construction equipment. The trip was four hours from Osaka by bus, … 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 →