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.
$13 Trillion and Rising
The Journal | April 2019
In recent months, the financial media has been preoccupied with debt. We understand the attention. A little over a decade ago, high levels of American household debt were a catalyst...
PDF: Minerva: The Women of Burgundy Magazine, Issue 1
Minerva | April 2019
The inaugural issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors....
Minerva Issue 1: Deep Dive China Research Project
Minerva | April 2019
No matter how much research one conducts in the office, there is no substitute for boots-on-the-ground exploration. Full immersion is the best way to build a body of knowledge about...
Minerva Issue 1: Leaders in Sustainability
Minerva | April 2019
In September of 2018, the Women of Burgundy hosted a fascinating and far-reaching conversation between Walmart’s Chief Sustainability Officer and Foundation President, Kathleen McLaughlin and Anne M...
Minerva Issue 1: Inside the Book Club
Minerva | April 2019
In the typical path to becoming a better investor, most people spend their time understanding financial concepts such as how to interpret a company’s financial statements or learning...
Greetings from the Pearl River Delta
The Journal | February 2019
On October 31st, we embarked on our six-month research project in China. Our objectives were to understand China better, to develop a network of professionals with valuable insights we could...
Who Pays?
The Journal | January 2019
Over a year ago, Burgundy did a complete reassessment of our research costs based on new financial rules from Europe called MiFID II. Historically, brokerage firms have incurred expenses on...
Price vs. Value
The Journal | January 2019
Our job at Burgundy is to understand the true value of the quality companies that comprise our portfolios and Dream Team lists. That’s the reason we focus so heavily...