The View From Burgundy
3 for 30

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. In this View...

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...



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

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

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...

Strength in Adversity

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...

The View from Burgundy Compilation: 1990-2016

PDF: The View from Burgundy Compilation: 1990-2016

The View | May 2017

When we started Burgundy, we had two main goals: to focus on earning long-term absolute returns for our clients (without taking excessive...

Winning by Not Losing

PDF: Winning by Not Losing

The View | October 2016

Before I became an investor, I was a tennis player. I played competitively as a junior and became pretty good at the game. It took me a long time to...

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