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: Global investing
Drawing Parallels
The Journal | December 2022
In our latest Journal, Investment Analyst David Hao draws parallels between Korea and China and considers how comparative research allows for more informed investment decisions. Key Points: St...
Investing Internationally - Is it Worth the Effort?
The Journal | July 2022
Given the complexities of our geopolitical and macroeconomic environment, choosing to hide within our North American investment universe may feel like a comfortable alternative. So, with a diverse set...
Research. Comes. First.
The Journal | April 2022
What does it mean to conduct investment research today? In an age when information is instant and readily available, you may ask how Burgundy manages to sift through the relentless...
China: How Our Investment Approach Travels
The Journal | August 2021
While opinions about China vary, one thing is certain – there is a lot of change taking place there. Now the world’s second-largest stock market, China has experienced a booming...
Finding A Needle In A Haystack
The Journal | July 2021
Metro Inc. (grocer) and Generac (power generation) are just two examples of companies that have managed to shed their “small-cap” company skin to join the ranks of the largest companies...
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...
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...
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...