CATEGORY: Global investing

Drawing Parallels

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?

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.

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

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

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?

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

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?

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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