CATEGORY: Investing the Burgundy way

Correlation Breakdown

Correlation Breakdown

The Journal | September 2022

You may be wondering why bondholders are on such shaky ground lately. Hear Portfolio Manager James Arnold explore how we got here and where we might be headed. 2022 has been...

Does Value Matter?

Does Value Matter?

The Journal | August 2022

For over 30 years, Burgundy's approach has been to own quality businesses while being mindful of the price paid. When both these attributes are considered carefully, we believe the result is...

Disagreeable Me

Disagreeable Me

The View | July 2022

In a world that begs we take a consensus view, taking the road less travelled can be an uncomfortable choice socially and spiritually. In this View from Burgundy, Portfolio Manager...

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...

The Consolidator Checklist

The Consolidator Checklist

The Journal | April 2022

In a space that’s free of investment screening tools and fraught with cautionary tales, mergers and acquisitions require careful attention to detail. Using case study examples, Investment Analyst Ir...

Prices on the Rise

Prices on the Rise

The Journal | November 2021

After a decade of low inflation, the pandemic has reawakened investor fears around rapidly rising prices. Whether you are paying at the pump, shopping at the supermarket, or picking up...

Don't See It, Believe It: The Phenomenon of Collective Belief

Don't See It, Believe It: The Phenomenon of Collective Belief

The Journal | November 2021

Finding an unlikely parallel between Icelandic elves and cryptocurrencies, Investment Analyst Donald Gawel argues the power of collective belief in financial markets and provides insight into how Burg...

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