Tag: alignment
Hayley Carr

The Capacity to Endure Pain

  If you have seen The Big Short, the 2015 film adaptation of Michael Lewis’ book of the same name, you will remember the scene in which Michael Burry (played by Christian Bale) takes out his frustrations on his drum … Read More →

Roz McLean

Political Instability is Not the Same as Financial Instability

  It can be difficult to discern between political and financial instability. Global capital markets often mirror tempestuous political campaigns, eliciting financial anxiety that might not have otherwise existed.   To illustrate an example of this behaviour, let’s reach back … Read More →

Anne-Mette de Place Filippini

The View from Burgundy: Winning by Not Losing

  Before I became an investor, I was a tennis player. I played competitively as a junior and became pretty good at the game. It took me a long time to learn the lesson that, many more times than not, … 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 →