Tag: high-quality companies
Jeff Musial

FeaturedStrength in Adversity

    On a recent trip to Japan, Burgundy’s Asian equity team travelled to what is possibly the country’s sleepiest prefecture in order to meet a manufacturer of niche construction equipment. The trip was four hours from Osaka by bus, … Read More →

Evan Delaney

Time in the Market

      There was a recurring theme at the annual Burgundy Client Day on June 8th: the market is getting expensive. Burgundy’s Portfolio Managers highlighted the difficulties finding high-quality companies at attractive prices in the current market environment. Given … Read More →

Greg Dowdall

Deconstructing 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 →