June 2016 Archive

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”