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: Investing the Burgundy way
The Commodity Cycle and Expensive Christmas Trees
The Journal | December 2017
The holiday season is one of my favourite times of the year. Taking a break from the hectic pace of day-to-day life is something to be treasured, especially with family...
Key Messages from Burgundy’s Conference Call
The Journal | November 2017
Burgundy’s November conference call is becoming something of a pre-holiday tradition. This year’s call featured an update from Richard Rooney, our President and Chief Investment Officer, and comme...
PDF: Strength in Adversity
The View | August 2017
On a recent trip to Japan, Burgundy’s Asian equity team travelled to what is possibly the country’s sleepiest prefecture in order to meet a manufacturer of niche construction...
Time in the Market
The Journal | July 2017
There was a recurring theme at the annual Burgundy Client Day on June 8th: the market is getting expensive. Burgundy’s Portfolio Managers highlighted the difficulties finding high-quality companies...
Deconstructing Quality, Part II
The Journal | June 2017
Part I of the series looked at how Burgundy assesses the quality of a business via three elements – business characteristics, financial attributes and management – and examined the specific busine...
Resilience
June 2017
Since assuming the role of Chief Operating Officer at Burgundy last December, one of the common questions I get asked by clients is about my background, my career and education....
Let’s Take a Trip to Graham-and-Doddsville
The Journal | May 2017
“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 D...
PDF: The View from Burgundy Compilation: 1990-2016
The View | May 2017
When we started Burgundy, we had two main goals: to focus on earning long-term absolute returns for our clients (without taking excessive...