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.
Is Japan Our Future?
The Journal | October 2020
On the heels of the Asian Financial Crisis that gripped much of the continent, Burgundy ventured into uncharted waters, launching its first strategy outside North America: Japan. After more than 20...
Looking Back at Tech
The Journal | August 2020
Against the constant barrage of tech stocks news, Investment Counsellor Philip Doyle does some decluttering. In this piece, he evaluates how the market’s fixation on technology has left some...
A Bondholder's Guide to Grading Desolate Dining Rooms and Vacant Venues
The Journal | June 2020
Amid COVID-19 uncertainty, Portfolio Manager James Arnold provides insight into the elusive world of bonds. In this educational piece, James sheds light on the role of ratings and offers perspective...
Pandemic Pricing: Assessing Value During COVID-19
The Journal | June 2020
The world is facing a pandemic unlike anything we have seen before. As public health officials continue to learn about the trajectory of COVID-19, Burgundy has kept a watchful eye...
Two Proverbs
The Journal | May 2020
In late 1984, in the first weeks of my career in the capital markets, I took part in a discussion about the world economy. The oil patch was in crisis and...
COVID-19 – Community Support
The Journal | April 2020
The COVID-19 pandemic has had an impact on all of our lives. Uncertainty about the future has spurred palpable anxiety, and understandably so. While we are all going through this...
The 100 Year Culvert
The Journal | April 2020
Before my career in investing I had a career in forestry, where I spent most of my time working on Vancouver Island and on Canada’s Northwest coast – to this...
Investing in a Plague Year
The Journal | April 2020
A few days into the market maelstrom of March 2020, I was sitting in front of my TV watching the financial channels. Really unbelievable things were happening. Equities plunged and soared...