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.
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...
Join the Women of Burgundy Community
The Journal | July 2014
Have you heard the news? Burgundy recently launched a Women of Burgundy initiative for you, our clients. Our mission is to build a community that inspires women to make investing...
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...
Berkshire Hathaway AGM 2014
The Journal | May 2014
Every May, a group from Burgundy heads down to Omaha, Nebraska for Berkshire Hathaway’s Annual General Meeting (AGM). This AGM is like no other! The venue is the CenturyLink...
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...