July 2015 Archive

Top-Down vs. Bottom-Up

There are two common categories of investors: “top-down” and “bottom–up.” These terms refer to an investor’s starting point when approaching a potential investment. Top-down investors begin by evaluating the macroeconomic environment, while bottom-up investors start by researching individual companies. The debate between top-down versus bottom-up investing is not new and there is strong conviction on… Continue reading “Top-Down vs. Bottom-Up”

A Day in the Life

Burgundy is hosting a series of presentations for my colleagues called, “A Day in the Life.” The purpose of these seminars is to open the lines of communication, educate, and demonstrate the value of the roles that we have at Burgundy – how they contribute to our corporate mission to protect and build client capital… Continue reading “A Day in the Life”