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
Quick Brain, Thoughtful Brain
The Journal | November 2012
In my last post I explained that the human brain is built ill-equipped for the investment world. The typical human fear/greed responses are counterproductive to our long-term investment goals...
Surviving Success: Investment Management and Value Added
The View | October 2012
The job we do as trustees is one of the hardest I can think of. I say we, because I have served as trustee on several pension and endowment funds....
Our Primitive Brain: An Impediment to Investment Success
The Journal | October 2012
My first post on the topic of behavioural finance introduced the idea that investors, rather than listening to logic that tells them to buy low and sell high, do just...
Emotional Investing is Bad for your Wealth
The Journal | June 2012
Each year I visit my Alma Mater, the Ivey School of Business at the University of Western Ontario, to teach a seminar to MBA students. It’s one of the...
PDF: Reflections from the Funhouse
The View | May 2007
Top corporate managers and elite investors both specialize in capital allocation. Whether in the corporate sector or in securities investments, the most successful capital allocators follow some surpr...
PDF: Avoid the Coming Oil Slick
The View | June 2006
The world is seeing an incredible commodities boom. You might be wondering if Burgundy is missing the gold rush. I am here to tell you that nothing could be further...
The Eighth Wonder
The View | February 2004
On a cold Montreal day in February 2000 at BCE Inc. headquarters, Jean Monty was making a tough decision. As head of the dominant local telephone company in eastern Canada, Mr....
PDF: Rooney's Believe It or Not
The View | June 2003
I’m sure when you opened your first-quarter report you had a moment when you thought (among other things), “I wish I hadn’t been in stocks last year.” And...