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
A Bondholder's Guide to Grading Desolate Dining Rooms and Vacant Venues
The Journal | June 2020
Amid COVID-19 uncertainty, Portfolio Manager James Arnold provides insight into the elusive world of bonds. In this educational piece, James sheds light on the role of ratings and offers perspective...
Pandemic Pricing: Assessing Value During COVID-19
The Journal | June 2020
The world is facing a pandemic unlike anything we have seen before. As public health officials continue to learn about the trajectory of COVID-19, Burgundy has kept a watchful eye...
Two Proverbs
The Journal | May 2020
In late 1984, in the first weeks of my career in the capital markets, I took part in a discussion about the world economy. The oil patch was in crisis and...
The 100 Year Culvert
The Journal | April 2020
Before my career in investing I had a career in forestry, where I spent most of my time working on Vancouver Island and on Canada’s Northwest coast – to this...
In Volatile Times
The Journal | February 2020
Trade disputes, low and declining interest rates, an unpredictable political environment, and a potential pandemic all point to a future beyond the scope of existing forecasts. The significant market...
Expecting the Unexpected
The Journal | February 2020
"It’s 6:30 in the morning and I’m checking my inbox for the first time. It’s early. It’s also earnings season, when most public companies are releasing their...
Creating a Culture of Responsibility
The Journal | December 2019
Richard Rooney, President and CIO, shares his thoughts on how Burgundy’s culture has enabled its sustained success and discusses the Investment Team’s approach to collaboration and accountability...
Ships that Sail Best in a Light Wind
The Journal | November 2019
An update with Richard Rooney, President and Chief Investment Officer. Richard discusses the current economic environment and the motivations behind central bank monetary policy...