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
Correlation Breakdown
The Journal | September 2022
You may be wondering why bondholders are on such shaky ground lately. Hear Portfolio Manager James Arnold explore how we got here and where we might be headed. 2022 has been...
Does Value Matter?
The Journal | August 2022
For over 30 years, Burgundy's approach has been to own quality businesses while being mindful of the price paid. When both these attributes are considered carefully, we believe the result is...
Investing Internationally - Is it Worth the Effort?
The Journal | July 2022
Given the complexities of our geopolitical and macroeconomic environment, choosing to hide within our North American investment universe may feel like a comfortable alternative. So, with a diverse set...
Research. Comes. First.
The Journal | April 2022
What does it mean to conduct investment research today? In an age when information is instant and readily available, you may ask how Burgundy manages to sift through the relentless...
The Consolidator Checklist
The Journal | April 2022
In a space that’s free of investment screening tools and fraught with cautionary tales, mergers and acquisitions require careful attention to detail. Using case study examples, Investment Analyst Ir...
Prices on the Rise
The Journal | November 2021
After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...
Don't See It, Believe It: The Phenomenon of Collective Belief
The Journal | November 2021
Finding an unlikely parallel between Icelandic elves and cryptocurrencies, Investment Analyst Donald Gawel argues the power of collective belief in financial markets and provides insight into how Burg...
Finding A Needle In A Haystack
The Journal | July 2021
Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...