Tag: investment management
Mathew Harrison

The Investment Counsellors’ Corner

At Burgundy, we have two overlapping segments to our business. At our core we are investment managers, investing according to a long-term value philosophy with a goal of achieving superior absolute investment returns for our clients. In addition to acting … Read More →

Hayley Carr

Three Questions Clients Must Ask Their Managers

A key takeaway from our October issue of The View from Burgundy, “Surviving Success: Investment Management and Value Added,” is that all investors should hold a yearly meeting with their investment managers to assess the manager’s business. Specifically, they should … Read More →

Richard Rooney

Surviving Success: Investment Management and Value Added

In the investment management business, the greatest enemy of success is success itself. From birth through decline, the typical path of a money manager is quite predictable if three fundamental opponents to value added are not recognized and carefully addressed. … Read More →