Views & Insights

CATEGORY: Being a successful investor

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...

Stoic Training for Private Investors

Stoic Training for Private Investors

The Journal | March 2018

Philosophy seems to be trending these days. In 2013, Burgundy sought investing inspiration from ancient Greece, publishing a View on Stoicism and the Art of Portfolio Intervention. Several tech entrep...

The View from Burgundy Compilation: 1990-2016

PDF: The View from Burgundy Compilation: 1990-2016

The View | May 2017

When we started Burgundy, we had two main goals: to focus on earning long-term absolute returns for our clients (without taking excessive...

The Capacity to Endure Pain

The Capacity to Endure Pain

The Journal | May 2017

If you have seen The Big Short, the 2015 film adaptation of Michael Lewis’ book of the same name, you will remember the scene in which Michael Burry (played by Christian...

Winning by Not Losing

PDF: Winning by Not Losing

The View | October 2016

Before I became an investor, I was a tennis player. I played competitively as a junior and became pretty good at the game. It took me a long time to...

Are You Faking It?

Are You Faking It?

The Journal | April 2016

Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation...

Parents, Beware

Parents, Beware

The Journal | April 2016

“Parents, Beware: Your Children Will Invest Like You Do.” This headline caught my attention in The Wall Street Journal last week. In all my studies, I have never come across...

Ain't Misbehavin'

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...

How to Avoid Common Investment Mistakes

How to Avoid Common Investment Mistakes

The Journal | October 2015

As investors, each day we face triggers. Whether they manifest in our conversations with friends and colleagues, or in the barrage of daily media messaging, we are constantly surrounded by...

1 2 3 4 5 6