Warren Buffett

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 primarily about defending the value investment style of active management and disproving the efficient market hypothesis,… Continue reading “Let’s Take a Trip to Graham-and-Doddsville”

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 and meet… Continue reading “Women in Investment Management”

Cherry Coke, Peanut Brittle & Witty One-liners

The Berkshire Hathaway Annual General Meeting (AGM) is the Super Bowl of annual general meetings. Shareholders make the pilgrimage to Omaha each spring to see Warren Buffett and Charlie Munger (Chairman/CEO and Vice Chairman, respectively) in action. For years, representatives from Burgundy have been attending the meeting as shareholders on behalf of our clients. An… Continue reading “Cherry Coke, Peanut Brittle & Witty One-liners”

The Most Anticipated Event of the Weekend

For the first time ever, the Berkshire Hathaway Annual General Meeting will be live streamed for public viewing. What: The Berkshire Annual General Meeting is an opportunity to hear directly from Warren Buffett, Chairman/CEO, and his business partner Charlie Munger, Vice Chairman, on various topics related to business and investing. Where: The meeting will take… Continue reading “The Most Anticipated Event of the Weekend”

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. These responses originated as a means of survival for our ancestors who roamed the African… Continue reading “How to Avoid Common Investment Mistakes”

Top-Down vs. Bottom-Up

There are two common categories of investors: “top-down” and “bottom–up.” These terms refer to an investor’s starting point when approaching a potential investment. Top-down investors begin by evaluating the macroeconomic environment, while bottom-up investors start by researching individual companies. The debate between top-down versus bottom-up investing is not new and there is strong conviction on… Continue reading “Top-Down vs. Bottom-Up”