Tag: global
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 →

Roz McLean

Political Instability is Not the Same as Financial Instability

  It can be difficult to discern between political and financial instability. Global capital markets often mirror tempestuous political campaigns, eliciting financial anxiety that might not have otherwise existed.   To illustrate an example of this behaviour, let’s reach back … Read More →

Hayley Carr

The Science and the Art

      “There’s so much you can tell in a 10-minute tour of a plant. I can tell you right away whether we’re making money, if we have quality or delivery issues (so customer issues) and if there’s a … Read More →

Jeff Musial

Boots on the Ground

    Travel plays an essential role in Burgundy’s bottom-up investment research process. Our portfolio managers and analysts regularly travel to find new investment ideas, conduct due diligence on portfolio holdings and build expertise on the geographies where our investments … Read More →