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.
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...
Two Proverbs
The Journal | May 2020
In late 1984, in the first weeks of my career in the capital markets, I took part in a discussion about the world economy. The oil patch was in crisis and...
COVID-19 – Community Support
The Journal | April 2020
The COVID-19 pandemic has had an impact on all of our lives. Uncertainty about the future has spurred palpable anxiety, and understandably so. While we are all going through this...