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.
CATEGORY: Global Investing
Test Article Audience: Canada
October 2026
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AI's Other Opportunity
The Journal | September 2026
Artificial Intelligence (AI) has come to dominate today’s market. But as many investors devote more of their attention and money to AI stocks, what is happening with the rest...
Europe: Relic or Rising Opportunity?
The Journal | July 2025
With U.S. markets dominating headlines, it’s easy to overlook what’s happening across the Atlantic. At this year’s Burgundy Forum, Portfolio Manager Ken Broekaert shared why Europe,...
When to Buy: A Journey Inside Our Investment Process
The Journal | June 2025
What does it take to reach a “buy” decision at Burgundy? In this panel from the 26th Burgundy Forum, members of our Investment Team walk through the process, from idea...
There's a New Tariff in Town
The Journal | December 2024
With Donald Trump’s re-election to the White House, tariffs are back in the spotlight. Beyond the fog of speculation, social media posts, and market uncertainty, we explore this complex...
Beyond the Desk: Why We Travel
The Journal | October 2024
[beyondwords_player] Whether walking the factory floor in India, meeting with management teams in Amsterdam, or observing local consumers in Red Deer, some insights cannot be captured from just rea...
The Management Factor
The Journal | September 2023
At Burgundy, we believe understanding the management teams behind the companies we invest in is essential. But what does that actually entail? In this deep dive, Portfolio Managers Ching Chang...
Drawing Parallels
The Journal | December 2022
In our latest Journal, Investment Analyst David Hao draws parallels between Korea and China and considers how comparative research allows for more informed investment decisions. Key Points: St...