Views & Insights

CATEGORY: Investing the Burgundy way

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...

Drawing An Income

Drawing An Income

The Journal | June 2021

Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Ha...

Opportunity Knocks

Opportunity Knocks

The Journal | March 2021

Investment Analyst Irena Petkovic invites us into her first year at Burgundy, which happened to coincide with the year of COVID-19. In this exploratory piece, Irena delves into the world...

Avoid the Traps and Prevent a Fall

Avoid the Traps and Prevent a Fall

The Journal | February 2021

As he sifts through the noise of a 24-hour news cycle, Investment Analyst Donald Gawel offers insight into the world of value investing and valuation. Using case studies as evidence...

The Search for Income

The Search for Income

February 2021

In this short conversation, Investment Counsellor Jessie Bobinski speaks with Portfolio Manager Stephen Shuttleworth for an exploration into Burgundy’s Partners’ Canadian Income Fund. In this disc...

Remarks from Richard Rooney: 2020 in Review

Remarks from Richard Rooney: 2020 in Review

January 2021

Using the three pillars of knowledge, quality and scarcity, Richard Rooney reflects on the lessons that can be gleaned from an unprecedented year, and how Burgundy will position itself for...

A Rock Bottom Price

A Rock Bottom Price

The View | December 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...

Active Management vs. Passive Investing: A Fixed Income Perspective

Active Management vs. Passive Investing: A Fixed Income Perspective

The Journal | December 2020

When comparing the debt markets to the S&P 500 Index, famed financial journalist James Grant called them “illiquid and inefficient,” adding that it’s “part of their charm.” While...

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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