Tag: financial crisis
Greg Dowdall

FeaturedDeconstructing Quality, Part II

  Part I of the series looked at how Burgundy assesses the quality of a business via three elements – business characteristics, financial attributes and management – and examined the specific business characteristics that help to define a quality business. … Read More →

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 →

Kyle Coatsworth

How Do You Feel about Volatility?

This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio.  It is also a timely question in the current capital market environment where stock prices have … Read More →

Hayley Carr

Calculating Margins of Safety

During the annual Burgundy Information Session via conference call this Fall, Richard Rooney, President and CIO, was asked to explain the concept of margin of safety. Here is his response.   With every company we look at, we calculate what … Read More →