

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.

Make the Choice to Think Deliberately
The Journal | January 2013
In November I had the great fortune to participate in the Investment Decisions and Behavioural Finance course at the Harvard Kennedy School in Cambridge. It was an intense and exhilarating...

It’s Different This Time
The Journal | December 2012
In my family, I’m the sixth of 16 cousins. There are 10 girls and six boys, and we range in age from the late 20s to early 40s. This holiday season...

Awards and Recognition: The Bigger Picture
The Journal | December 2012
Morningstar, an independent provider of data and research to the finance industry, held its annual Canadian Investment Awards last week in Toronto. In the Pooled Fund category, Burgundy was nominated...

The Investment Counsellors’ Corner
The Journal | November 2012
At Burgundy, we have two overlapping segments to our business. At our core we are investment managers, investing according to a long-term value philosophy with a goal of achieving superior...

Quick Brain, Thoughtful Brain
The Journal | November 2012
In my last post I explained that the human brain is built ill-equipped for the investment world. The typical human fear/greed responses are counterproductive to our long-term investment goals...

Three Questions Clients Must Ask Their Managers
The Journal | October 2012
A key takeaway from our October issue of The View from Burgundy, “Surviving Success: Investment Management and Value Added,” is that all investors should hold a yearly meeting with their...

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....

Our Primitive Brain: An Impediment to Investment Success
The Journal | October 2012
My first post on the topic of behavioural finance introduced the idea that investors, rather than listening to logic that tells them to buy low and sell high, do just...