Tag: closet indexing
Greg Dowdall

Deconstructing Quality, Part I

  If you are at all familiar with Burgundy, likely you have heard time and again that we invest in “quality” companies when the share prices of those companies are trading below their “intrinsic values” (that is, what we believe … Read More →

Ayrton Dick

Fear of Missing Out

With the recent proliferation of social media, a previously little-known psychological condition has become commonplace: Fear Of Missing Out, often abbreviated as FOMO. The Fear Of Missing Out is fairly self-explanatory:  anxiety manifests from the possibility of a significant event … 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 →

Richard Rooney

Surviving Success: Investment Management and Value Added

In the investment management business, the greatest enemy of success is success itself.  From birth through decline, the typical path of a money manager is quite predictable if three fundamental opponents to value added are not recognized and carefully addressed.  … Read More →