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
Hot or Not?
The Journal | July 2019
In September 2008, Slumdog Millionaire won the People’s Choice Award at the Toronto International Film Festival (TIFF). The movie follows 18-year-old Jamal from the Juhu slums in Mumbai to his...
Naïve Optimism
The Journal | June 2019
This year’s Burgundy Forum – our 20th annual Client Day event – recognized the careful balance between rationalism, cynicism and optimism as it pertains to behaviour and diversity of thought. K...
$13 Trillion and Rising
The Journal | April 2019
In recent months, the financial media has been preoccupied with debt. We understand the attention. A little over a decade ago, high levels of American household debt were a catalyst...
PDF: Minerva: The Women of Burgundy Magazine, Issue 1
Minerva | April 2019
The inaugural issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors....
Minerva Issue 1: Deep Dive China Research Project
Minerva | April 2019
No matter how much research one conducts in the office, there is no substitute for boots-on-the-ground exploration. Full immersion is the best way to build a body of knowledge about...
Minerva Issue 1: Leaders in Sustainability
Minerva | April 2019
In September of 2018, the Women of Burgundy hosted a fascinating and far-reaching conversation between Walmart’s Chief Sustainability Officer and Foundation President, Kathleen McLaughlin and Anne M...
Minerva Issue 1: Inside the Book Club
Minerva | April 2019
In the typical path to becoming a better investor, most people spend their time understanding financial concepts such as how to interpret a company’s financial statements or learning...
Greetings from the Pearl River Delta
The Journal | February 2019
On October 31st, we embarked on our six-month research project in China. Our objectives were to understand China better, to develop a network of professionals with valuable insights we could...