
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 ...

"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 ...

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 ...

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 ...

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. ...

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...

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...

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 ...

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...