Views & Insights
Key Messages from Burgundy’s Conference Call

Key Messages from Burgundy’s Conference Call

The Journal | November 2017

Burgundy’s November conference call is becoming something of a pre-holiday tradition. This year’s call featured an update from Richard Rooney, our President and Chief Investment Officer, and comme...

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Time in the Market

Time in the Market

The Journal | July 2017

There was a recurring theme at the annual Burgundy Client Day on June 8th: the market is getting expensive. Burgundy’s Portfolio Managers highlighted the difficulties finding high-quality companies...

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Deconstructing Quality, Part II

Deconstructing Quality, Part II

The Journal | June 2017

Part I of the series looked at how Burgundy assesses the quality of a business via three elements – business characteristics, financial attributes and management – and examined the specific busine...

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Let’s Take a Trip to Graham-and-Doddsville

Let’s Take a Trip to Graham-and-Doddsville

The Journal | May 2017

“The Superinvestors of Graham-and-Doddsville” is a legendary address delivered by Warren Buffett to the Columbia Business School in 1984 to mark the 50th anniversary of Benjamin Graham and David D...

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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...

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Deconstructing Quality, Part I

Deconstructing Quality, Part I

The Journal | April 2017

If you are at all familiar with Burgundy, likely you have heard time and again that we invest in “quality” companies when the share prices of those companies are trading...

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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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Trees Don’t Grow to the Sky

Trees Don’t Grow to the Sky

The Journal | February 2017

With the right conditions, a young tree will grow quickly but, as it matures, its height growth slows to the point where it no longer advances. A Mountain Ash, for...

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The Art of the Sell

The Art of the Sell

The Journal | January 2017

When looking to invest in a company, Burgundy’s Investment Team performs rigorous analysis. Through extensive scrutiny of a company’s financials, study of the operations, research trips and meetin...

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