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
Naïve Optimism
The Journal | June 2019
This year’s Burgundy Forum – our 20th annual Client Day event – recognized the careful balance between rationalism, cynicism and optimism as it pertains to behaviour and diversity of thought. K...
PDF: Minerva: The Women of Burgundy Magazine, Issue 1
Minerva | April 2019
The inaugural issue of Minerva, a publication by the Women of Burgundy. This magazine is a shared effort to foster curiosity, confidence and continual growth for women as investors....
Minerva Issue 1: Deep Dive China Research Project
Minerva | April 2019
No matter how much research one conducts in the office, there is no substitute for boots-on-the-ground exploration. Full immersion is the best way to build a body of knowledge about...
Minerva Issue 1: Leaders in Sustainability
Minerva | April 2019
In September of 2018, the Women of Burgundy hosted a fascinating and far-reaching conversation between Walmart’s Chief Sustainability Officer and Foundation President, Kathleen McLaughlin and Anne M...
Greetings from the Pearl River Delta
The Journal | February 2019
On October 31st, we embarked on our six-month research project in China. Our objectives were to understand China better, to develop a network of professionals with valuable insights we could...
China Matters
The Journal | December 2018
For six months, I will be working in China. My team and I have embarked on an extended research effort in China. We departed Canada on October 31st and will...
Can You Get Hurt Jumping Out of a Basement Window?
The Journal | November 2018
An Interview With Richard Rooney. Burgundy’s investing approach takes time and patience. And, perhaps most importantly, it takes some original thinking, intensive research...
Navigating a Trade War
The Journal | August 2018
“The ship was the pride of the American side coming back from some mill in Wisconsin. As the big freighters go, it was bigger than most with a crew and...