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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.
![Boots on the Ground](https://www.burgundyasset.com/wp-content/uploads/Boots-on-the-ground-thumbnail-576x388.png)
Boots on the Ground
The View | June 2016
Travel plays an essential role in Burgundy’s bottom-up investment research process. Our portfolio managers and analysts regularly travel to find new investment ideas, conduct due diligence on portfo...
![Not the Time to Sell](https://www.burgundyasset.com/wp-content/uploads/NotTheTimeToSell-1-576x388.jpg)
PDF: Not the Time to Sell
The View | December 2015
Suncor Energy Inc. (Suncor) announced a hostile offer to buy all of the outstanding shares of Canadian Oil Sands Limited (COS) on October 5, 2015. As the owner on behalf of our...
![Ain't Misbehavin'](https://www.burgundyasset.com/wp-content/uploads/2015_10_AintMisbehavin_thumbnail-576x388.jpg)
PDF: Ain't Misbehavin'
The View | October 2015
Value investing is simple: buy stocks when they are trading for less than their intrinsic value. But simple doesn’t mean easy. There are many roadblocks standing in the way...
![Top Quartile: A Survey of Canadian CEO Compensation Programs](https://www.burgundyasset.com/wp-content/uploads/2014_09_TopQuartile_thumbnail-576x388.jpg)
PDF: Top Quartile: A Survey of Canadian CEO Compensation Programs
The View | September 2014
In 1998, we wrote about the unintended consequences that options have on manager behaviours in an issue of The View from Burgundy entitled “Stealing a Fortune.” We illustrated our thoughts with...
![Confessions of a Buffetteer](https://www.burgundyasset.com/wp-content/uploads/ConfessionsOfABuffetteer-576x388.jpg)
PDF: Confessions of a Buffetteer
The View | July 2014
The value investing tent is inhabited by several different tribes: the Orthodox, the Bears, the Gold Bugs and the “Buffetteers.” These groups are united by a common admiration for Ben...
![Stoicism and the Art of Portfolio Intervention](https://www.burgundyasset.com/wp-content/uploads/2013_02_Stoicism_thumbnail-576x388.jpg)
PDF: Stoicism and the Art of Portfolio Intervention
The View | February 2013
Warren Buffett and other successful quality/value investors have given us a capital compounding system that works. But few follow the program. In this issue of The View from Burgundy,...
![Surviving Success: Investment Management and Value Added](https://www.burgundyasset.com/wp-content/uploads/2012-10-surviving-success-thumbnail-500x336.jpg)
Surviving Success: Investment Management and Value Added
The View | October 2012
The job we do as trustees is one of the hardest I can think of. I say we, because I have served as trustee on several pension and endowment funds....
![Is Japan Our Future?](https://www.burgundyasset.com/wp-content/uploads/2012_07_IsJapanOurFuture_thumbnail-576x388.jpg)
PDF: Is Japan Our Future?
The View | July 2012
It has been 14 years since Burgundy began investing in Japanese stocks. While we have generated a reasonably positive rate of return, the experience has been challenging and at times frustrating....