Views & Insights
China Matters

China Matters

The Journal | December 2018

For six months, I will be working in China. My colleagues Ching Chang, Terry Ouyang and I have embarked on an extended research effort in China. We departed Canada on ...

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Tough October

Tough October

The Journal | November 2018

It was another tough October—famously the most difficult month of the year for the stock market. There once was a rational explanation for this phenomenon. In the old days, ...

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"Can You Get Hurt Jumping Out of a Basement Window?"

"Can You Get Hurt Jumping Out of a Basement Window?"

The Journal | November 2018

An Interview With Richard Rooney. Burgundy’s investing approach takes time and patience. And, perhaps most importantly, it takes some original thinking, intensive research ...

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Marshmallows and the Cost of a Moat

Marshmallows and the Cost of a Moat

The View | October 2018

One of the most frequently mentioned research studies in the field of developmental psychology is the “marshmallow test.” Conducted in the late 1960s and early 1970s, the experiment ...

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Deconstructing Quality, Part III

Deconstructing Quality, Part III

The Journal | September 2018

Our Deconstructing Quality series explores the three categories Burgundy assesses in our search for worthwhile companies. Part I looked into the business characteristics that help define a quality bus...

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Navigating a Trade War

Navigating a Trade War

The Journal | August 2018

“The ship was the pride of the American side coming back from some mill in Wisconsin. As the big freighters go, it was bigger than most with a crew ...

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Smart or Stupid? That Depends …

Smart or Stupid? That Depends …

The Journal | July 2018

The following speech was presented by Richard Rooney, President and CIO, at this year’s Client Day. It has been lightly edited and condensed for this blog entry. Value investing ...

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Selling the Good with the Bad

Selling the Good with the Bad

The Journal | April 2018

One of our key beliefs at Burgundy is that owning the equity of high-quality businesses is the best way to preserve and grow wealth over the long run. This long-term ...

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Lazy Fund Managers

Lazy Fund Managers

The Journal | April 2018

When we started Burgundy 26 years ago we had some basic principles and values in mind. We would aim to make significant investments in well run businesses run by trustworthy, capable ...

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