POSTINGS
Philip Doyle

FeaturedSelling the Good with the Bad

    One of our key beliefs at Burgundy is that owning the equity of high-quality businesses is the best way to preserve and grow wealth over the long run. This long-term philosophy does not mean that our portfolios are … Read More →

Tony Arrell

Lazy Fund Managers

  When we started Burgundy 26 years ago we had some basic principles and values in mind. We would aim to make significant investments in well run businesses run by trustworthy, capable and honest management teams. We would work hard … Read More →

Caroline Montminy

Stoic Training for Private Investors

  Philosophy seems to be trending these days. In 2013, Burgundy sought investing inspiration from ancient Greece, publishing a View on Stoicism and the Art of Portfolio Intervention. Several tech entrepreneurs, such as Peter Thiel (co-founder of PayPal) and Reid … Read More →

Mark Gallien

Volatility can be the Friend of the Patient Long-term Investor

  Last year, conversations around volatility permeated the client meetings at Burgundy. During portfolio reviews, discussions often turned to how regularly the equity market indices had been reaching new highs and the very low level of volatility they had exhibited. … Read More →

Mathew Harrison

The Commodity Cycle and Expensive Christmas Trees

  The holiday season is one of my favourite times of the year. Taking a break from the hectic pace of day-to-day life is something to be treasured, especially with family and friends. Unfortunately, the holiday season can also take … Read More →