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.
Deconstructing Quality, Part I
The Journal | April 2017
If you are at all familiar with Burgundy, likely you have heard time and again that we invest in “quality” companies when the share prices of those companies are trading...
Political Instability is Not the Same as Financial Instability
The Journal | March 2017
It can be difficult to discern between political and financial instability. Global capital markets often mirror tempestuous political campaigns, eliciting financial anxiety that might not have otherwi...
Trees Don’t Grow to the Sky
The Journal | February 2017
With the right conditions, a young tree will grow quickly but, as it matures, its height growth slows to the point where it no longer advances. A Mountain Ash, for...
The Art of the Sell
The Journal | January 2017
When looking to invest in a company, Burgundy’s Investment Team performs rigorous analysis. Through extensive scrutiny of a company’s financials, study of the operations, research trips and meetin...
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 firms, dealers...
Women in Investment Management
The Journal | December 2016
We are excited to share an interview with Anne Mette de Place Filippini, Burgundy’s Senior Vice President and Portfolio Manager of Emerging Markets equities: “Women in Investment Management: Confi...
The Science and the Art
The Journal | November 2016
“There’s so much you can tell in a 10-minute tour of a plant. I can tell you right away whether we’re making money, if we have quality or...
Play Within Your Circle of Competence
The Journal | November 2016
Earlier this year, the top athletes in the world put their physical skills on display at the Rio Olympics, and now it’s the intellectuals’ moment in the spotlight. The...