Category: Quality-value investing explained
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 →

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 →

Nick Whiteman

Let’s Take a Trip to Graham-and-Doddsville

  “The Superinvestors of Graham-and-Doddsville” is a legendary address delivered by Warren Buffett to the Columbia Business School in 1984 to mark the 50th anniversary of Benjamin Graham and David Dodd’s seminal investment book Security Analysis. Though the address is … Read More →