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 excess returns for long-term investors. In recent years, however, the market has rewarded investors for owning quality but has been indifferent to price. What does this mean for investors like Burgundy? Does value matter anymore? In this panel, which was featured during the 2022 Burgundy Forum, members of our Investment Team discuss the nuances of a quality/value discipline and offer insight into how they balance the two considerations when…
Burgundy Asset Management: Does Value Matter?
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