Tag: capital preservation
Hayley Carr

The Double-Edged Sword of Investing

On November 27th, Morningstar Inc. held its annual Canadian Investment Awards, and Burgundy was proud to walk away with four awards in the pooled fund category. Quality investments have been under a spotlight in the marketplace, and I’m reminded of … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part III)

In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the classic example. In Part III, I conclude my thought experiment … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part II)

In my last post, I introduced a thought experiment: what would be the ideal situation for the investment of your family wealth if you had started a generation ago, and what lessons can we learn from that experience? My answer … Read More →

Hayley Carr

Three Questions Clients Must Ask Their Managers

A key takeaway from our October issue of The View from Burgundy, “Surviving Success: Investment Management and Value Added,” is that all investors should hold a yearly meeting with their investment managers to assess the manager’s business. Specifically, they should … Read More →