CATEGORY: Global investing

Naïve Optimism

Naïve Optimism

The Journal | June 2019

This year’s Burgundy Forum – our 20th annual Client Day event – recognized the careful balance between rationalism, cynicism and optimism as it pertains to behaviour and diversity of thought. K...

Greetings from the Pearl River Delta

Greetings from the Pearl River Delta

The Journal | February 2019

On October 31st, we embarked on our six-month research project in China. Our objectives were to understand China better, to develop a network of professionals with valuable insights we could...

China Matters

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?

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

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

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

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

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...

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