Tag: volatility
Philip Doyle

FeaturedSelling the Good with the Bad

    One of our key beliefs at Burgundy is that owning the equity of high-quality businesses is the best way to preserve and grow wealth over the long run. This long-term philosophy does not mean that our portfolios are … Read More →

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 →

Mark Gallien

Volatility can be the Friend of the Patient Long-term Investor

  Last year, conversations around volatility permeated the client meetings at Burgundy. During portfolio reviews, discussions often turned to how regularly the equity market indices had been reaching new highs and the very low level of volatility they had exhibited. … Read More →

Nick Whiteman

Let’s Take a Trip to Graham-and-Doddsville

  “The Superinvestors of Graham-and-Doddsville” is a legendary address delivered by Warren Buffett to the Columbia Business School in 1984 to mark the 50th anniversary of Benjamin Graham and David Dodd’s seminal investment book Security Analysis. Though the address is … Read More →