It Is More Than Just Money

It Is More Than Just Money

May 2008

Every year, hundreds of investment management firms are established around the world; only a small percentage of these start-ups are likely to achieve ongoing success — in terms of investment result...

Reflections from the Funhouse

PDF: Reflections from the Funhouse

The View | May 2007

Top corporate managers and elite investors both specialize in capital allocation. Whether in the corporate sector or in securities investments, the most successful capital allocators follow some surpr...

Avoid the Coming Oil Slick

PDF: Avoid the Coming Oil Slick

The View | June 2006

The world is seeing an incredible commodities boom. You might be wondering if Burgundy is missing the gold rush. I am here to tell you that nothing could be further...

No Good Deed Goes Unpunished

PDF: No Good Deed Goes Unpunished

The View | September 2005

On May 9, 2005, Dr. Werner Seifert, the CEO of Deutsche Börse AG, Europe’s most important securities exchange, was forced to resign by dissident shareholders of his company. Over Dr....

Requiem for a Brewer

PDF: Requiem for a Brewer

The View | December 2004

In early 2002, Molson Inc., one of Canada’s grand old companies, appeared to have shaken off a history of poor decisions and positioned itself for a bright future. Under the...

The Eighth Wonder

PDF: The Eighth Wonder

The View | February 2004

On a cold Montreal day in February 2000 at BCE Inc. headquarters, Jean Monty was making a tough decision. As head of the dominant local telephone company in eastern Canada, Mr....

A Record of Failure: Fund Managers as Shareholders

PDF: A Record of Failure: Fund Managers as Shareholders

The View | September 2003

About four years ago, I gave a speech to the Canadian Institute of Chartered Accountants’ Financial Reporting Conference in which I examined the role of the auditor and accountant in...

Rooney's Believe It or Not

PDF: Rooney's Believe It or Not

The View | June 2003

I’m sure when you opened your first-quarter report you had a moment when you thought (among other things), “I wish I hadn’t been in stocks last year.” And...

1 24 25 26 27 28 30