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.
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....
PDF: Is Japan Our Future?
The View | July 2012
It has been 14 years since Burgundy began investing in Japanese stocks. While we have generated a reasonably positive rate of return, the experience has been challenging and at times frustrating....
PDF: An Investment Lesson from Warren Buffett
The View | April 2012
People often approach investments without first understanding what they are trying to achieve. Many end up with poor long-term returns and even more confused than when they started. Warren Buffett,...
PDF: The Most Valuable Option of All
The View | January 2011
Financial options were designed to help investors maximize upside exposure while limiting the downside. In this View from Burgundy, we look at how investments that closely resemble financial options c...
PDF: Great Walls, Wide Moats & Red Flags
The View | October 2010
The People’s Republic of China’s rapid development is the envy of the world. The prospect of 1.3 billion people reaching income thresholds that usually portend rising personal consumption levels...
PDF: Growth That Matters
The View | July 2010
Read any publication by the Harvard Business Review or McKinsey and you are sure to see articles advising executives on how to grow their business. Most of this advice stresses...
The Year of the Turkey
The View | June 2009
Have you ever watched the “talking head” interview shows on financial channels like CNBC? Usually they are structured with several guests who agree with each other, and one who has...
PDF: Reflections from the Funhouse
The View | May 2007
Top corporate managers and elite investors both specialize in capital allocation. Whether in the corporate sector or in securities investments, the most successful capital allocators follow some surpr...