Tag: financial crisis
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 →

Craig Pho

Lying Down on the Highway: Reasons to Invest in Japan

Today, investors no longer pay much attention to Japan and most underweight their portfolios to Japanese equities or avoid the asset class altogether. Jesper Koll, one of the few long-standing Japanese market specialists still around explains the situation this way: … 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 →