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.
Women of Burgundy: Sharing Our Stories
The Journal | April 2014
Anne Maggisano delivered the following speech on April 23, 2014 at the inaugural Women of Burgundy event, "Sharing Our Stories."...
Us & Them
The Journal | April 2014
In 2011, I presented my view on high frequency traders (HFTs) at Burgundy’s annual Client Day. I had been unable to obtain very much information in early 2011 on who the...
The REAL Enemy of the Bond Investor
The Journal | March 2014
In my post, Statement Shock: Bonds in the Red, I discussed why bond prices drop when interest rates rise and why this shouldn’t matter much to investors with a...
KISS
The Journal | March 2014
Confucius wrote that life is really simple, but people insist on making it complicated. The investment business takes this truism to the extreme. What could be relatively simple is often...
The Big Mac Index
The Journal | February 2014
The Canadian dollar took a beating in 2013 and the new year has so far brought an acceleration of the decline. On a one-year basis, our currency has lost 9.3% of its...
Searching for Snowballs
The Journal | January 2014
At Burgundy, we employ a value approach to managing our clients’ wealth. However, value has a broad spectrum of styles, ranging from deep value through quality value. The deep value (...
The Double-Edged Sword of Investing
The Journal | December 2013
On November 27th, Morningstar Inc. held its annual Canadian Investment Awards, and Burgundy was proud to walk away with four awards in the pooled fund category. Quality investments have been...
Where Do Returns Come From?
The Journal | November 2013
Recently Burgundy’s Chief Investment Officer Richard Rooney stated in our annual client conference call that our equity return expectations for the markets over the next five years are 6-7%....