Category: Think global
Craig Pho

Lying Down on the Highway: Reasons to Invest in Japan

Today, investors no longer pay much attention to Japan and most underweight their portfolios to Japanese equities or avoid the asset class altogether. Jesper Koll, one of the few long-standing Japanese market specialists still around explains the situation this way: … Read More →

Rob Barbara

Go Global

Burgundy has long been a proponent of global investing. We believe that limiting the geographic scope of your equity investments will both reduce return potential and add to portfolio risk. There are simply too many high-quality businesses located outside of … Read More →

Ken Broekaert

Europe: Navigating the Storm (Part III)

In Part I I explained that we let the strong management of our great companies generate value for us over time, and in Part II that our returns are generated by avoiding big losers – the companies we don’t own. … Read More →

Ken Broekaert

Europe: Navigating the Storm (Part II)

In Part I, I discussed how Burgundy has navigated the storm in Europe by owning great companies with strong profits, regardless of the macroeconomic scenario. In Part II I will look at the importance of avoiding large losses – what … Read More →