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.
Burgundy Philanthropy Spotlight: The Arrell Family
The Journal | October 2022
As part of our ongoing Burgundy series on family philanthropy, Investment Counsellor Angela Bhutani sat down with Burgundy’s Chairman and Co-Founder Tony Arrell, his wife Anne, and their daughter...
Correlation Breakdown
The Journal | September 2022
You may be wondering why bondholders are on such shaky ground lately. Hear Portfolio Manager James Arnold explore how we got here and where we might be headed. 2022 has been...
Does Value Matter?
The Journal | August 2022
For over 30 years, Burgundy's approach has been to own quality businesses while being mindful of the price paid. When both these attributes are considered carefully, we believe the result is...
Disagreeable Me
The View | July 2022
In a world that begs we take a consensus view, taking the road less travelled can be an uncomfortable choice socially and spiritually. In this View from Burgundy, Portfolio Manager...
Investing Internationally - Is it Worth the Effort?
The Journal | July 2022
Given the complexities of our geopolitical and macroeconomic environment, choosing to hide within our North American investment universe may feel like a comfortable alternative. So, with a diverse set...
Research. Comes. First.
The Journal | April 2022
What does it mean to conduct investment research today? In an age when information is instant and readily available, you may ask how Burgundy manages to sift through the relentless...
The Consolidator Checklist
The Journal | April 2022
In a space that’s free of investment screening tools and fraught with cautionary tales, mergers and acquisitions require careful attention to detail. Using case study examples, Investment Analyst Ir...
PDF: Minerva: the Women of Burgundy Magazine, Issue 5
Minerva | March 2022
The fifth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors....