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
What Motivates Senior Managers?
The Journal | September 2014
When we study a company, an important step in our research process is to evaluate the CEO as a leader and fiduciary. Is this person going to protect and grow...
PDF: Top Quartile: A Survey of Canadian CEO Compensation Programs
The View | September 2014
In 1998, we wrote about the unintended consequences that options have on manager behaviours in an issue of The View from Burgundy entitled “Stealing a Fortune.” We illustrated our thoughts with...
Join the Women of Burgundy Community
The Journal | July 2014
Have you heard the news? Burgundy recently launched a Women of Burgundy initiative for you, our clients. Our mission is to build a community that inspires women to make investing...
PDF: Confessions of a Buffetteer
The View | July 2014
The value investing tent is inhabited by several different tribes: the Orthodox, the Bears, the Gold Bugs and the “Buffetteers.” These groups are united by a common admiration for Ben...
Berkshire Hathaway AGM 2014
The Journal | May 2014
Every May, a group from Burgundy heads down to Omaha, Nebraska for Berkshire Hathaway’s Annual General Meeting (AGM). This AGM is like no other! The venue is the CenturyLink...
Us & Them
The Journal | April 2014
In 2011, I presented my view on high frequency traders (HFTs) at Burgundy’s annual Client Day. I had been unable to obtain very much information in early 2011 on who the...
The Big Mac Index
The Journal | February 2014
The Canadian dollar took a beating in 2013 and the new year has so far brought an acceleration of the decline. On a one-year basis, our currency has lost 9.3% of its...
Searching for Snowballs
The Journal | January 2014
At Burgundy, we employ a value approach to managing our clients’ wealth. However, value has a broad spectrum of styles, ranging from deep value through quality value. The deep value (...