Tag: investment management
Andrew Iu

Thinking Like a Private Investor

Burgundy’s Investment Team researches numerous companies but invests in only a handful. To help us narrow down our potential investment universe, we use decision rules that point us toward the viable investment ideas and away from companies that are unlikely … Read More →

Hayley Carr

Calculating Margins of Safety

During the annual Burgundy Information Session via conference call this Fall, Richard Rooney, President and CIO, was asked to explain the concept of margin of safety. Here is his response.   With every company we look at, we calculate what … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part III)

In Part I and Part II, I looked at some money manager characteristics beyond performance that should result in an overall positive client experience, and used Warren Buffett as the classic example. In Part III, I conclude my thought experiment … Read More →

Richard Rooney

Beyond the Returns: Selecting a Money Manager (Part II)

In my last post, I introduced a thought experiment: what would be the ideal situation for the investment of your family wealth if you had started a generation ago, and what lessons can we learn from that experience? My answer … Read More →