Views & Insights
Minerva: the Women of Burgundy Magazine, Issue 2

Minerva: the Women of Burgundy Magazine, Issue 2

Minerva | October 2019

The second 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 ...

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Minerva Issue 2: Invert, Always Invert

Minerva Issue 2: Invert, Always Invert

Minerva | October 2019

The past 30 years have truly been a spectacular period to be invested in stocks. A US$10,000 investment in the S&P 500 Index at the end of 1988 would have grown ...

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Minerva Issue 1: Inside the Book Club

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 ...

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Tough October

Tough October

The Journal | November 2018

It was another tough October—famously the most difficult month of the year for the stock market. There once was a rational explanation for this phenomenon. In the old days, ...

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Marshmallows and the Cost of a Moat

Marshmallows and the Cost of a Moat

The View | October 2018

One of the most frequently mentioned research studies in the field of developmental psychology is the “marshmallow test.” Conducted in the late 1960s and early 1970s, the experiment ...

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Lazy Fund Managers

Lazy Fund Managers

The Journal | April 2018

When we started Burgundy 26 years ago we had some basic principles and values in mind. We would aim to make significant investments in well run businesses run by trustworthy, capable ...

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Stoic Training for Private Investors

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...

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The View from Burgundy Compilation: 1990-2016

The View from Burgundy Compilation: 1990-2016

The View | May 2017

When we started Burgundy, we had two main goals: to focus on earning long-term absolute returns for our clients (without taking excessive...

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The Capacity to Endure Pain

The Capacity to Endure Pain

The Journal | May 2017

If you have seen The Big Short, the 2015 film adaptation of Michael Lewis’ book of the same name, you will remember the scene in which Michael Burry (played by Christian ...

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