Tag: high-quality companies
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 →

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 →

Evan Delaney

The Art of the Sell

  When looking to invest in a company, Burgundy’s Investment Team performs rigorous analysis. Through extensive scrutiny of a company’s financials, study of the operations, research trips and meetings with company management, we determine whether or not the company fits … Read More →