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.
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...
CRM2, Time-weighted and Money-weighted Rates of Return
December 2016
CRM2 refers to a new set of regulations put in place to enhance transparency in the investment industry, particularly around fees and performance....
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...
PDF: Measuring Investment Performance
December 2016
Investment industry regulators have made a significant move to enhance transparency for investors regarding the method in which performance returns are reported. We see this as a positive for the...
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...
PDF: Winning by Not Losing
The View | October 2016
Before I became an investor, I was a tennis player. I played competitively as a junior and became pretty good at the game. It took me a long time to...