Blog: Cutting Through the Noise


Embrace Volatility - Generate Better Returns

Excerpt from Tom Bradley's blog on August 27, 2014

“It’s not volatility itself that generally leads to poor longer-term performance, but rather it appears to be investors’ emotional reactions to volatility that ultimately lead to poor performance.” – Richard Bernstein, Richard Bernstein Advisors, New York. This is an ...

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The New Xerox

Excerpt from Tom Bradley's blog on August 25, 2014

When I came out of business school too long ago, it was a given that if you wanted to pursue a sales career, you went for a job with Xerox or IBM. These organizations put their recruits through extensive training and were known to be the best sales organizations ...

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Global Equity Fund - Why Japan?

Excerpt from Tom Bradley's blog on August 21, 2014

One of the more ‘non-consensus’ strategies we’ve pursued over the last few years has been the Global Equity Fund’s commitment to Japan. Although there have been periods when Japan has contributed to client returns, on balance it has been a drag so far ...

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Buying Canada: An Inexact Science

Excerpt from Tom Bradley's blog on August 19, 2014

There was a story in the Report on Business on Monday about the results so far from China’s oil investments in Canada. To date, Chinese energy acquisitions (including CNOOC’s purchase of Nexen and Petrochina’s pending acquisition of 40% of ...

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Topping up the Spending Reserve

Excerpt from Tom Bradley's blog on August 15, 2014

It's been a good time to be an investor over the last five years, but at Steadyhand we've been playing a cautionary tune of late. As we explain in our Current Thinking on the Home Page, valuations are getting stretched in the bond and stock markets. Clients should ...

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Searching for a Portfolio Manager

Excerpt from Tom Bradley's blog on August 13, 2014

One of the joys of Steadyhand's success is that we get to bring other turned-on people into the company and gain from their experiences and energy. With our growth, it's time to add some depth to the investment side of the firm. In our latest posting, we're looking ...

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Lunch Date

Excerpt from Scott Ronalds's blog on August 12, 2014

A man from Singapore recently paid over $2 million to have lunch with Warren Buffett at a New York steakhouse. It’s a pricey tab for a T-bone, but in support of a good cause. Buffett auctions off an invitation to lunch every year (for up to eight people) on eBay and the proceeds go to a charity that runs anti-poverty programs and serves free meals in San Francisco. Other financial types ...

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The Long-term Forecast: Hazy

Excerpt from Tom Bradley's blog on August 8, 2014

So far, it’s been a crappy summer in southern Ontario – cool, rainy and unpredictable. I recently finished two weeks at Crystal Lake, so I experienced it firsthand. Near the end of the holiday, I had two people say to me that we need to get used to this type of weather ...

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No Small Journey

Excerpt from Scott Ronalds's blog on August 6, 2014

If you grew up in the late 70’s or early 80’s, you know the band Journey. You probably owned one of their vinyls or cassettes, and maybe even had a poster of the quintet on your bedroom door (you know who you are). If the name doesn’t ring a bell, you’ve ...

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Canadian Real Estate - A Crack in the Tree

Excerpt from Tom Bradley's blog on July 30, 2014

“It’s like if the tree in the backyard has a crack in it, you worry it’s vulnerable to a storm. But if no storm happens, it goes on and on, and maybe eventually strengthens through growth. If the right storm comes along and knocks it onto your neighbour’s house ...

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Meet Lori

Excerpt from Tom Bradley's blog on July 29, 2014

I’m pleased to introduce our newest steady hand, Lori Norman. Lori is joining our team in the role of Investor Specialist and will work closely with Chris, Scott, David, Sher and me in helping our clients build and manage their portfolios. Lori has close to 20 years of industry experience, primarily in institutional bond sales, and more recently as an Investment Adviser. She started her career in London, England ...

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Want to be a Better Investor? Think of Yourself as the CEO

Excerpt from Tom Bradley's blog on July 23, 2014

Much has been written about the flaws of the investment industry. Recently Michael Lewis stirred the pot with his book about high-frequency trading called Flash Boys. In this space, I’ve talked often about high fees, complex products, unattainable promises, and ...

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