POSTINGS
Mark Gallien

FeaturedVolatility can be the Friend of the Patient Long-term Investor

  Last year, conversations around volatility permeated the client meetings at Burgundy. During portfolio reviews, discussions often turned to how regularly the equity market indices had been reaching new highs and the very low level of volatility they had exhibited. … Read More →

Evan Delaney

Investing for a Marathon

  With the 2016 summer Olympic Games only a week away, I am reminded of the excitement that often surrounds the 100-metre dash. The anticipation as the sprinters line up, the speed with which they accelerate and the split-second finish … Read More →

Richard Rooney

The Quality-value Tug of War

  By most accounts, the last few years have been a very tough time for deep-value investors. Persistent slow world economic growth and prevailing uncertainties about fundamental macroeconomic issues like the strength of the world financial system, the ability of … Read More →

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 →

Greg Dowdall

Our Best Guess

  Investors often have a notion about what is an acceptable or desired rate of return on their capital. This rate of return is typically expressed in percentage terms. For example, “I would like to make an 8% return on … Read More →