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.
PDF: A Different Game
The View | December 2025
Amid ongoing chatter about a potential bubble, Richard Rooney explores how today’s market environment compares with the last confirmed instance 25 years ago. If 2000 was a game of checkers, 2025 is...
PDF: No Country for Old Rules
The View | November 2025
Rules give structure to our world, but what happens when they no longer serve us?...
PDF: 3 for 30
The View | February 2024
Can you distill a three-decade career down to three essential lessons? On the heels of his 30th anniversary, Portfolio Manager David Vanderwood is up to the challenge....
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...
a-b-c-d-ESG
The View | November 2021
In this latest View from Burgundy, Canadian equities Portfolio Manager David Vanderwood advocates for the importance of considering trade-offs when solving complex problems, as he explores the ongoing...
A Rock Bottom Price
The View | November 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...
Marshmallows and the Cost of a Moat
The View | October 2018
One of the most frequently mentioned research studies in the field of developmental psychology is the “marshmallow test.” Conducted in the late 1960s and early 1970s, the experiment considered how...
PDF: Strength in Adversity
The View | August 2017
On a recent trip to Japan, Burgundy’s Asian equity team travelled to what is possibly the country’s sleepiest prefecture in order to meet a manufacturer of niche construction...