Category: Quality-value investing explained
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 →

Greg Dowdall

50 Years of Enduring Advice

When Tony Arrell first established Burgundy, he promised clients he would manage their money the same way he managed his own. The Burgundy investment philosophy has been and always will be to invest our clients’ capital in a select number … Read More →

Chris Stephens

The Outsiders

William Thorndike, Jr.’s book, The Outsiders: Eight Unconventional CEOs and their Radically Rational Blueprint for Success, has been making the rounds at Burgundy. It has received high praise in the industry, from hedge fund manager Bill Ackman, Peyto CEO Darren … Read More →

Hayley Carr

Calculating Margins of Safety

During the annual Burgundy Information Session via conference call this Fall, Richard Rooney, President and CIO, was asked to explain the concept of margin of safety. Here is his response.   With every company we look at, we calculate what … Read More →