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: Global investing
Who Pays?
The Journal | January 2019
Over a year ago, Burgundy did a complete reassessment of our research costs based on new financial rules from Europe called MiFID II. Historically, brokerage firms have incurred expenses on...
China Matters
The Journal | December 2018
For six months, I will be working in China. My colleagues Ching Chang, Terry Ouyang and I have embarked on an extended research effort in China. We departed Canada on...
Can You Get Hurt Jumping Out of a Basement Window?
The Journal | November 2018
An Interview With Richard Rooney. Burgundy’s investing approach takes time and patience. And, perhaps most importantly, it takes some original thinking, intensive research...
Navigating a Trade War
The Journal | August 2018
“The ship was the pride of the American side coming back from some mill in Wisconsin. As the big freighters go, it was bigger than most with a crew and...
Political Instability is Not the Same as Financial Instability
The Journal | March 2017
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 otherwi...
Winning By Not Losing
The Journal | October 2014
At the Women of Burgundy Feature Event in Toronto this month, Anne Maggisano, Senior Relationship Manager, interviewed Anne Mette de Place Filippini, Director, Senior Vice President and Portfolio Mana...
Beware the Risks
The Journal | September 2013
In my previous post, I listed the reasons why Burgundy invests in Japan, but I also alluded to the risks that exist. Let me illustrate with the story of Olympus...
Lying Down on the Highway: Reasons to Invest in Japan
The Journal | August 2013
Today, investors no longer pay much attention to Japan and most underweight their portfolios to Japanese equities or avoid the asset class altogether. Jesper Koll, one of the few long-standing...