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: Investment counselling
Stoic Training for Private Investors
The Journal | March 2018
Philosophy seems to be trending these days. In 2013, Burgundy sought investing inspiration from ancient Greece, publishing a View on Stoicism and the Art of Portfolio Intervention. Several tech entrep...
Time in the Market
The Journal | July 2017
There was a recurring theme at the annual Burgundy Client Day on June 8th: the market is getting expensive. Burgundy’s Portfolio Managers highlighted the difficulties finding high-quality companies...
What are Money-weighted Rates of Return?
The Journal | December 2016
Over the last few months, you may have heard reference to “CRM2,” a set of regulations meant to enhance transparency in the investment industry by mandating investment management firms, dealers...
Our Best Guess
The Journal | June 2016
Investors often have a notion about what is an acceptable or desired rate of return on their capital. This rate of return is typically expressed in percentage terms. For example, “...
Are You Faking It?
The Journal | April 2016
Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation...
Women of Burgundy: Making an Impact
The Journal | January 2016
When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a...
Hope in Adversity & Caution in Prosperity
The Journal | November 2015
Quality-value investors are hopeful in the face of adversity and cautious in times of prosperity. We look to buy high-quality securities that have been unjustly beaten down by the market...
How to Think about your Portfolio in Volatile Times
The Journal | August 2015
The summer of 2015 is ending with a bang not a whimper. Starting with the China Crash in early July, we are now entering the fifth day of sustained volatility in...