Views & Insights
A Rock Bottom Price

A Rock Bottom Price

The View | November 2020

A recent bid on Rocky Mountain Equipment inspires this latest View from Burgundy. With an eye on Western Canada’s agricultural equipment environment, Portfolio Manager Andrew Iu, Canadian small cap ...

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Are We In For A Wave of Inflation?

Are We In For A Wave of Inflation?

The Journal | November 2020

To cap off our series on fixed income in a low interest rate environment, Portfolio Manager James Arnold evaluates the likelihood of runaway inflation and explores the case for continued ...

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Investing In A Low Interest Rate Environment

Investing In A Low Interest Rate Environment

The Journal | November 2020

With yields on fixed income portfolios near all-time lows, COVID-19 has added to the investment challenges facing many individual investors and organizations. Investment Counsellor Philip Doyle and...

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Why Bonds?

Why Bonds?

The Journal | November 2020

In today’s environment of low interest rates, Portfolio Manager James Arnold tackles the million-dollar question in fixed income by breaking down the fundamental reasons for why investors should own...

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Valuations Still Matter

Valuations Still Matter

The Journal | November 2020

In this conversation, Doug Winslow, Vice President and Portfolio Manager of U.S. equities, looks back at what has been a roller coaster of a year so far. Alongside Vice ...

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Is Japan Our Future?

Is Japan Our Future?

The Journal | October 2020

On the heels of the Asian Financial Crisis that gripped much of the continent, Burgundy ventured into uncharted waters, launching its first strategy outside North America: Japan. After more than 20 ...

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Looking Back at Tech

Looking Back at Tech

The Journal | August 2020

Against the constant barrage of tech stocks news, Investment Counsellor Philip Doyle does some decluttering. In this piece, he evaluates how the market’s fixation on technology has left some ...

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Minerva Issue 3: Changing Gears

Minerva Issue 3: Changing Gears

Minerva | July 2020

A conversation with Dominique Vignet Dominique Vignet joined Burgundy Asset Management in 2015 as an Investment Reporting Associate. It was during her first years in the industry that Dominiq...

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Minerva Issue 3: Inside The Book Club

Minerva Issue 3: Inside The Book Club

Minerva | July 2020

Bad Blood: Secrets and Lies in a Silicon Valley Startup by John Carreyrou Investors are constantly faced with compelling stories about early stage companies claiming to be “disruptors,” ...

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