Quality-value investing explained

Hot or Not?

In September 2008, Slumdog Millionaire won the People’s Choice Award at the Toronto International Film Festival (TIFF). The movie follows 18-year-old Jamal from the Juhu slums in Mumbai to his winning spot on the Indian version of Who Wants to Be a Millionaire. This award was perhaps a reflection of the growing interest of North… Continue reading “Hot or Not?”

Deconstructing Quality, Part III

Our Deconstructing Quality series explores the three categories Burgundy assesses in our search for worthwhile companies. Part I looked into the business characteristics that help define a quality business.  Part II considered the financial attributes that make for attractive investments. In Part III, our final segment, we will investigate management assessment, the least quantifiable piece… Continue reading “Deconstructing Quality, Part III”

Key Messages from Burgundy’s Conference Call

Burgundy’s November conference call is becoming something of a pre-holiday tradition. This year’s call featured an update from Richard Rooney, our President and Chief Investment Officer, and comments from Chief Operating Officer Robert Sankey, and Chairman and Chief Executive Officer Tony Arrell. The call addressed a wide range of topics, but throughout, Richard, Rob and… Continue reading “Key Messages from Burgundy’s Conference Call”