long term

Time in the Market

There was a recurring theme at the annual Burgundy Client Day on June 8th: the market is getting expensive. Burgundy’s Portfolio Managers highlighted the difficulties finding high-quality companies at attractive prices in the current market environment. Given valuation levels, our return expectations going forward are modest. This raises the question: is it a good time… Continue reading “Time in the Market”

Political Instability is Not the Same as Financial Instability

It can be difficult to discern between political and financial instability. Global capital markets often mirror tempestuous political campaigns, eliciting financial anxiety that might not have otherwise existed. To illustrate an example of this behaviour, let’s reach back to November 22, 1963. It was the day that President John F. Kennedy was shot and killed… Continue reading “Political Instability is Not the Same as Financial Instability”

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”

Women in Investment Management

We are excited to share an interview with Anne Mette de Place Filippini, Burgundy’s Senior Vice President and Portfolio Manager of Emerging Markets equities: “Women in Investment Management: Confidence, Compromise and Mentorship.” In the interview, Anne Mette speaks candidly about her experience in the investment business. She also shares advice for how women might embrace… Continue reading “Women in Investment Management”