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
Beyond the Returns: Selecting a Money Manager (Part II)
The Journal | June 2013
In my last post, I introduced a thought experiment: what would be the ideal situation for the investment of your family wealth if you had started a generation ago, and...
Beyond the Returns: Selecting a Money Manager
The Journal | May 2013
When selecting a manager, most people start, logically enough, with the returns. That is the money manager’s product, after all. But all too often the disclosure that past performance...
The Multi-Stage Time Horizon
The Journal | January 2013
If you have spent any time in consultation with an investment firm/advisor, you will have had some experience with what the industry refers to as the Know Your Client (...
It’s Different This Time
The Journal | December 2012
In my family, I’m the sixth of 16 cousins. There are 10 girls and six boys, and we range in age from the late 20s to early 40s. This holiday season...
The Investment Counsellors’ Corner
The Journal | November 2012
At Burgundy, we have two overlapping segments to our business. At our core we are investment managers, investing according to a long-term value philosophy with a goal of achieving superior...
Where to Hide?
The Journal | January 2012
“Denial ain’t just a river in Egypt” – Mark Twain Looking for bright spots in the global economy is a difficult task at present. There is no sense in...