Tag: portfolio turnover
Andrew Iu

Thinking Like a Private Investor

Burgundy’s Investment Team researches numerous companies but invests in only a handful. To help us narrow down our potential investment universe, we use decision rules that point us toward the viable investment ideas and away from companies that are unlikely … Read More →

Ken Broekaert

Europe: Navigating the Storm (Part III)

In Part I I explained that we let the strong management of our great companies generate value for us over time, and in Part II that our returns are generated by avoiding big losers – the companies we don’t own. … Read More →