Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Being a successful investor
How Do You Feel about Volatility?
The Journal | June 2015
This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio. It is also a timely question...
Call Me Old-Fashioned…
The Journal | June 2015
Navinder Singh Sarao, a U.K. high-frequency trader, was arrested recently for using market manipulation to destabilize the market causing the May 6, 2010 Flash Crash where, among other markets, the Do...
Finding Solace in Discomfort
The Journal | April 2015
Value investing is not supposed to feel good. It’s supposed to be uncomfortable, even painful at times. In certain parts of the cycle we will feel validated, but it...
Women of Burgundy: Sharing Our Stories
The Journal | April 2014
Anne Maggisano delivered the following speech on April 23, 2014 at the inaugural Women of Burgundy event, "Sharing Our Stories."...
PDF: Stoicism and the Art of Portfolio Intervention
The View | February 2013
Warren Buffett and other successful quality/value investors have given us a capital compounding system that works. But few follow the program. In this issue of The View from Burgundy,...
Narrowing the Scope for Effective Decision-Making
The Journal | February 2013
In a post last month, Anne Maggisano provided one step towards better investment decision-making: to consider the range of possible outcomes and the probability of their occurrence before making a...
Go Global
The Journal | January 2013
Burgundy has long been a proponent of global investing. We believe that limiting the geographic scope of your equity investments will both reduce return potential and add to portfolio risk....
Make the Choice to Think Deliberately
The Journal | January 2013
In November I had the great fortune to participate in the Investment Decisions and Behavioural Finance course at the Harvard Kennedy School in Cambridge. It was an intense and exhilarating...