Category: The View from Burgundy
Jeff Musial

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 … Read More →

David Vanderwood

Not the Time to Sell

Suncor Energy Inc. (Suncor) announced a hostile offer to buy all of the outstanding shares of Canadian Oil Sands Limited (COS) on October 5, 2015. As the owner on behalf of our clients of COS shares, Burgundy will not accept … Read More →

Hayley Carr

How to Avoid Common Investment Mistakes

As investors, each day we face triggers. Whether they manifest in our conversations with friends and colleagues, or in the barrage of daily media messaging, we are constantly surrounded by information that triggers hard-wired, internal “fight or flight” emotional responses. … Read More →

Andrew Iu

What Motivates Senior Managers?

When we study a company, an important step in our research process is to evaluate the CEO as a leader and fiduciary. Is this person going to protect and grow our investment? Will this person treat us like an equal … Read More →