Category: Think global
Jeff Musial

Boots on the Ground

    Travel plays an essential role in Burgundy’s bottom-up investment research process. Our portfolio managers and analysts regularly travel to find new investment ideas, conduct due diligence on portfolio holdings and build expertise on the geographies where our investments … Read More →

Hayley Carr

Winning By Not Losing

At the Women of Burgundy Feature Event in Toronto this month, Anne Maggisano, Senior Relationship Manager, interviewed Anne-Mette de Place Filippini, Director, Senior Vice President and Portfolio Manager of Burgundy’s emerging markets equities. One of the questions focused on Anne-Mette’s … Read More →

Hayley Carr

Confessions of a Buffetteer

Burgundy is a self-described quality-value investor, but what does that really mean? What other value styles exist, and where does Burgundy fall within this sphere? Derived from a speech delivered at the London Value Investor Conference in May, the latest … Read More →

Craig Pho

Beware the Risks

In my previous post, I listed the reasons why Burgundy invests in Japan, but I also alluded to the risks that exist. Let me illustrate with the story of Olympus Corporation, a Japanese company which perpetrated a financial fraud for … Read More →