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.
Quick Brain, Thoughtful Brain
The Journal | November 2012
In my last post I explained that the human brain is built ill-equipped for the investment world. The typical human fear/greed responses are counterproductive to our long-term investment goals...
Three Questions Clients Must Ask Their Managers
The Journal | October 2012
A key takeaway from our October issue of The View from Burgundy, “Surviving Success: Investment Management and Value Added,” is that all investors should hold a yearly meeting with their...
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....
Our Primitive Brain: An Impediment to Investment Success
The Journal | October 2012
My first post on the topic of behavioural finance introduced the idea that investors, rather than listening to logic that tells them to buy low and sell high, do just...
The Value of Experience in an Information Age
The Journal | September 2012
A recent Financial Times article presents the opinion that, with the rise in information accessibility, it has become more difficult – or even impossible – for active managers to consistently beat...
Europe: Navigating the Storm (Part III)
The Journal | September 2012
In Part I I explained that we let the strong management of our great companies generate value for us over time, and in Part II that our returns are generated...
Time to Re-establish Trust
The Journal | August 2012
Investor optimism is at a low point due to a lack of confidence in the financial system, and the reasons for this are many and varied. From the financial crisis...
Europe: Navigating the Storm (Part II)
The Journal | August 2012
In Part I, I discussed how Burgundy has navigated the storm in Europe by owning great companies with strong profits, regardless of the macroeconomic scenario. In Part II I will...