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: Minerva: the Women of Burgundy Magazine, Issue 3
Minerva | July 2020
The third issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....
Minerva Issue 3: The Novel Coronavirus Rocked the Financial Markets
Minerva | July 2020
The stock market crash in early 2020 was unparalleled in history due to the pace of price declines, the speed and breadth of monetary and fiscal policy responses, and the immediate...
Minerva Issue 3: Building Economic and Cultural Resiliency
Minerva | July 2020
On August 19, 2019, over 180 chief executives of many of America’s largest companies issued a statement challenging the concept of business as we know it. The prevailing view of the last 50...
Minerva Issue 3: An Evening with Annabel Soutar
Minerva | July 2020
An award-winning Canadian playwright in documentary theater, Annabel navigated the co-management of her family’s investment portfolio and philanthropic efforts following her father’s passing in 20...
Minerva Issue 3: Inside The Book Club
Minerva | July 2020
Investors are constantly faced with compelling stories about early stage companies claiming to be “disruptors,” re-writing the rules of the industry in which they operate. Disruptors claim to offe...
Minerva Issue 3: Remembering Eleanor Roosevelt
Minerva | July 2020
Former First Lady Eleanor Roosevelt was a tireless advocate for women and social justice, and left an indelible mark on society. Eleanor was born on October 11, 1884 in Manhattan, New York,...
A Bondholder's Guide to Grading Desolate Dining Rooms and Vacant Venues
The Journal | June 2020
Amid COVID-19 uncertainty, Portfolio Manager James Arnold provides insight into the elusive world of bonds. In this educational piece, James sheds light on the role of ratings and offers perspective...
Pandemic Pricing: Assessing Value During COVID-19
The Journal | June 2020
The world is facing a pandemic unlike anything we have seen before. As public health officials continue to learn about the trajectory of COVID-19, Burgundy has kept a watchful eye...