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
Volatility can be the Friend of the Patient Long-term Investor
The Journal | February 2018
Last year, conversations around volatility permeated the client meetings at Burgundy. During portfolio reviews, discussions often turned to how regularly the equity market indices had been reaching ne...
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...