Quality-value investing explained

The Art of the Sell

When looking to invest in a company, Burgundy’s Investment Team performs rigorous analysis. Through extensive scrutiny of a company’s financials, study of the operations, research trips and meetings with company management, we determine whether or not the company fits our criteria for a quality investment. If it does, and at a market price that is… Continue reading “The Art of the Sell”

Boots on the Ground

The VIEW from BURGUNDY 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… Continue reading “Boots on the Ground”

The Most Anticipated Event of the Weekend

For the first time ever, the Berkshire Hathaway Annual General Meeting will be live streamed for public viewing. What: The Berkshire Annual General Meeting is an opportunity to hear directly from Warren Buffett, Chairman/CEO, and his business partner Charlie Munger, Vice Chairman, on various topics related to business and investing. Where: The meeting will take… Continue reading “The Most Anticipated Event of the Weekend”

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”