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: Women of Burgundy, a Five-Year Update

Minerva Issue 2: Women of Burgundy, a Five-Year Update

Minerva | October 2019

A married woman, a mother, a grandmother, the CEO of her family’s foundation. Seeking the best thinking around investing so that she can prudently steward her family’s wealth ...

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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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Who Pays?

Who Pays?

The Journal | January 2019

Over a year ago, Burgundy did a complete reassessment of our research costs based on new financial rules from Europe called MiFID II. Historically, brokerage firms have incurred expenses on ...

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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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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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Time in the Market

Time in the Market

The Journal | July 2017

There was a recurring theme at the annual Burgundy Client Day on June 8th: the market is getting expensive. Burgundy’s Portfolio Managers highlighted the difficulties finding high-quality companies ...

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CRM2, Time-weighted and Money-weighted Rates of Return

CRM2, Time-weighted and Money-weighted Rates of Return

December 2016

CRM2 refers to a new set of regulations put in place to enhance transparency in the investment industry, particularly around fees and performance....

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What are Money-weighted Rates of Return?

What are Money-weighted Rates of Return?

The Journal | December 2016

Over the last few months, you may have heard reference to “CRM2,” a set of regulations meant to enhance transparency in the investment industry by mandating investment management ...

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