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.
Is This the End for Oil?
The Journal | February 2016
Energy is top of mind for investors in the Canadian equity market. After all, energy makes up 19% of the S&P/TSX Composite Index, the second-largest sector after financials....
Women of Burgundy: Making an Impact
The Journal | January 2016
When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a...
Hope in Adversity & Caution in Prosperity
The Journal | November 2015
Quality-value investors are hopeful in the face of adversity and cautious in times of prosperity. We look to buy high-quality securities that have been unjustly beaten down by the market...
How to Avoid Common Investment Mistakes
The Journal | October 2015
As investors, each day we face triggers. Whether they manifest in our conversations with friends and colleagues, or in the barrage of daily media messaging, we are constantly surrounded by...
How to Think about your Portfolio in Volatile Times
The Journal | August 2015
The summer of 2015 is ending with a bang not a whimper. Starting with the China Crash in early July, we are now entering the fifth day of sustained volatility in...
Top-Down vs. Bottom-Up
The Journal | July 2015
There are two common categories of investors: “top-down” and “bottom–up.” These terms refer to an investor’s starting point when approaching a potential investment. Top-down investors begi...
A Day in the Life
The Journal | July 2015
Burgundy is hosting a series of presentations for my colleagues called, “A Day in the Life.” The purpose of these seminars is to open the lines of communication, educate, and...
How Do You Feel about Volatility?
The Journal | June 2015
This is a critical question to answer when you sit down with your Investment Counsellor to construct an appropriate asset allocation for your portfolio. It is also a timely question...