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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"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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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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Strength in Adversity

Strength in Adversity

The View | August 2017

On a recent trip to Japan, Burgundy’s Asian equity team travelled to what is possibly the country’s sleepiest prefecture in order to meet a manufacturer of niche construction ...

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Resilience

Resilience

June 2017

Since assuming the role of Chief Operating Officer at Burgundy last December, one of the common questions I get asked by clients is about my background, my career and education. ...

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The View from Burgundy Compilation: 1990-2016

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...

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Political Instability is Not the Same as Financial Instability

Political Instability is Not the Same as Financial Instability

The Journal | March 2017

It can be difficult to discern between political and financial instability. Global capital markets often mirror tempestuous political campaigns, eliciting financial anxiety that might not have otherwi...

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Winning by Not Losing

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 ...

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Boots on the Ground

Boots on the Ground

The View | June 2016

Travel plays an essential role in Burgundy’s bottom-up investment research process. Our portfolio managers and analysts regularly travel to find new investment ideas, conduct due diligence on portfo...

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