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
From Burgundy's Bookshelf
The Journal | August 2023
“I read this great book…” is a popular refrain in the Burgundy office. If you eavesdrop in the kitchen, impassioned literary pitches often overwhelm the drone of the coffee machine....
Recession Ready
The Journal | July 2023
After months of economists sounding the alarms for a recession, many investors are seeking advice on how to prepare for the uncertain economic future. In this piece, Investment Counsellor Rachel...
What Warren Buffett Didn't Do
The Journal | June 2023
At Burgundy, we often celebrate the accomplishments of Warren Buffett – quoting his famous quips, sharing takeaways from Berkshire’s annual letter, and drawing inspiration from his remarkable inve...
Consider Your Purchasing Power
The Journal | February 2023
If you haven’t thought about your cash management lately, now’s the time to pay attention. In this Burgundy Journal, we share how to put your elevated cash levels...
Foundation Stewardship: A Board Member’s Perspective
The Journal | January 2023
For foundations and endowments to be successful, they must be managed, sustained, and grown over the long term. However, long-term planning can be challenging, especially during periods of volatility...
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...
Disagreeable Me
The View | July 2022
In a world that begs we take a consensus view, taking the road less travelled can be an uncomfortable choice socially and spiritually. In this View from Burgundy, Portfolio Manager...