Category: The View from Burgundy
Caroline Montminy

Stoic Training for Private Investors

  Philosophy seems to be trending these days. In 2013, Burgundy sought investing inspiration from ancient Greece, publishing a View on Stoicism and the Art of Portfolio Intervention. Several tech entrepreneurs, such as Peter Thiel (co-founder of PayPal) and Reid … Read More →

Jeff Musial

Strength in Adversity

    On a recent trip to Japan, Burgundy’s Asian equity team travelled to what is possibly the country’s sleepiest prefecture in order to meet a manufacturer of niche construction equipment. The trip was four hours from Osaka by bus, … Read More →

Anne-Mette de Place Filippini

The View from Burgundy: Winning by Not Losing

  Before I became an investor, I was a tennis player. I played competitively as a junior and became pretty good at the game. It took me a long time to learn the lesson that, many more times than not, … Read More →

Richard Rooney

The Quality-value Tug of War

  By most accounts, the last few years have been a very tough time for deep-value investors. Persistent slow world economic growth and prevailing uncertainties about fundamental macroeconomic issues like the strength of the world financial system, the ability of … Read More →