2016 Archive

What are Money-weighted Rates of Return?

Over the last few months, you may have heard reference to “CRM2,” a set of regulations meant to enhance transparency in the investment industry by mandating investment management firms, dealers and advisors to provide clear reporting to their clients related to fees and performance, among other topics. We welcome the push for transparency across the… Continue reading “What are Money-weighted Rates of Return?”

Women in Investment Management

We are excited to share an interview with Anne-Mette de Place Filippini, Burgundy’s Senior Vice President and Portfolio Manager of Emerging Markets equities: “Women in Investment Management: Confidence, Compromise and Mentorship.” In the interview, Anne-Mette speaks candidly about her experience in the investment business. She also shares advice for how women might embrace and meet… Continue reading “Women in Investment Management”

Boots on the Ground

Travel plays an essential role in Burgundy’s bottom-up investment research process. Our portfolio managers and analysts regularly travel to find new investment ideas, conduct due diligence on portfolio holdings and build expertise on the geographies where our investments reside. As a global investor based in Toronto, this is particularly important to us – in 2015,… Continue reading “Boots on the Ground”

Our Best Guess

Investors often have a notion about what is an acceptable or desired rate of return on their capital. This rate of return is typically expressed in percentage terms. For example, “I would like to make an 8% return on my money.” This desired rate of return could be based on a number of factors, such… Continue reading “Our Best Guess”