Tag: concentration
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 →

Greg Dowdall

50 Years of Enduring Advice

When Tony Arrell first established Burgundy, he promised clients he would manage their money the same way he managed his own. The Burgundy investment philosophy has been and always will be to invest our clients’ capital in a select number of … Read More →

Andrew Iu

Thinking Like a Private Investor

Burgundy’s Investment Team researches numerous companies but invests in only a handful. To help us narrow down our potential investment universe, we use decision rules that point us toward the viable investment ideas and away from companies that are unlikely … Read More →

Mathew Harrison

Time to Re-establish Trust

Investor optimism is at a low point due to a lack of confidence in the financial system, and the reasons for this are many and varied.  From the financial crisis of 2008 that erased a significant amount of investor savings … Read More →