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: 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...
The 100 Year Culvert
The Journal | April 2020
Before my career in investing I had a career in forestry, where I spent most of my time working on Vancouver Island and on Canada’s Northwest coast – to this...