Blog: Cutting Through the Noise

Postings

Video: Small-Cap Equity Fund Update

Excerpt from Scott Ronalds's blog on September 26, 2014

Our Small-Cap Fund currently holds 15 stocks and is sitting on a fair amount of cash. Wil Wutherich, the manager of the fund, gives a rundown of its positioning in a recent discussion with Tom Bradley. Wil also provides some colour on the fund’s energy holdings ...

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Video: Global Equity Fund Update

Excerpt from Scott Ronalds's blog on September 24, 2014

U.S. stocks have been the sweethearts of the global equity markets over the past five years. Yet, they’ve gotten increasingly expensive in the eyes of our global equity manager, Edinburgh Partners Limited. EPL has reduced the portfolio’s exposure to the U.S. ...

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Four Questions You Need to Answer About Your Current Asset Mix

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

So much of my communication with clients – and my columns in The Globe – focuses on investor behaviour during bear markets. Don’t panic. Stick to the plan. Take advantage of sale prices. (Re)read Warren Buffett and watch what he does. For sure, the down ...

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Video: Equity Fund Update

Excerpt from Scott Ronalds's blog on September 22, 2014

We sat down with Gord O’Reilly and a high definition camera earlier this month for an update on the Equity Fund. Gord is a founding partner at CGOV Asset Management, the firm that manages the fund, and is the key decision maker for the portfolio. We ...

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Mark Your Calendar - National Portfolio Simplification Day

Excerpt from Scott Ronalds's blog on September 18, 2014

September 12th was National Chocolate Milkshake Day. September 5th was National Cheese Pizza Day. August 26th was National Dog Day. August 13th was International Left-handers Day. August 6th was National Root Beer Float Day. Something screwy ...

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What's Wrong With Vanilla?

Excerpt from Tom Bradley's blog on September 11, 2014

I had a coffee with a retired financial executive last month. We were talking about Steadyhand and he asked if we did ‘alternatives’. He said he didn’t want conventional bonds and stocks. In the July 4th Financial Times, one of my favourite writers, Gillian ...

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Central Bankers - Dreams and Distortions

Excerpt from Tom Bradley's blog on September 9, 2014

Last month we had record auto sales in Canada and the U.S. Vehicles are zooming off dealer lots. Meanwhile, it continues to be a sellers’ market for real estate in most parts of Canada (give buyers a deadline and watch the offers come in). I guess we shouldn’t be ...

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Eating our own Cooking

Excerpt from Tom Bradley's blog on September 4, 2014

One of our key business tenets is co-investment - the practice of investing alongside our clients. We feel there’s no better way to illustrate our commitment to our investment philosophy and business approach, and ultimately our clients, than to put our money ...

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Unfinished Business: It's Time to End Embedded Commissions

Excerpt from Tom Bradley's blog on September 2, 2014

"Our financial adviser is such a nice man. Every year he takes us out for a wonderful dinner. I wish we could pay him in some way." This is an exact quote from a friend’s mother. It’s a classic example of a Canadian investor not knowing what he or ...

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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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