Blog: Cutting Through the Noise

Postings

What is Baked Into The Cake?

Excerpt from Tom Bradley's blog on July 30, 2008

Over the last month, my conversations (casual and business) have yielded an overwhelming consensus about the market.  The consensus is that we are headed for a meltdown in the financial sector, high oil prices are here to stay, and it's ...

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Markets Raining on Your Parade? Weatherproofing Tips to Help Avoid a Deluge

Excerpt from Tom Bradley's blog on July 28, 2008

The Globe and Mail, Report on Business Published July 26, 2008 Since my last column, I've been holidaying at the cottage. Normally I disengage from the investment world for these two weeks every year. The message to my partners and ...

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Podcast: Income Fund Update - Challenges and Opportunities in the Bond Market

Excerpt from Scott Ronalds's blog on July 23, 2008

In this podcast, we sit down with Jay Menning, a senior member of the fixed income team at Connor, Clark & Lunn, to discuss the bond market and the Income Fund.

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The Steadyhand Diaries: Postscript II - Marketing

Excerpt from Tom Bradley's blog on July 22, 2008

This posting is a follow-up to The Steadyhand Diaries , which were published in the Globe Investor magazine in May.  These postscripts are focused on things that didn’t get much space in the article.  But let me start with a ...

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Things I'd Like to Hear - But Probably Won't - in the World of Business

Excerpt from Tom Bradley's blog on July 14, 2008

The Globe and Mail, Report on Business Published July 12, 2008 I've been reading Sports Illustrated for 40 years (since I was minus three years old). There are weeks when I don't get the Economist magazine read, but I never ...

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Podcast: Second Quarter Review

Excerpt from Scott Ronalds's blog on July 10, 2008

In this podcast, we review the second quarter of 2008 and touch on some highlights from our recently published Quarterly Report (available on the Forms & Documents page).

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The Power of Checklists

Excerpt from Neil Jensen's blog on July 6, 2008

I've long had an interest in formal business rules specifications and systems for managing enterprise business rules.  Despite seeing the value in managing business rules explicitly, I've never been able to see how relatively small organizations like Steadyhand would have the ...

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Investors Should Know There's Value Coming From Both Sides of the Street

Excerpt from Tom Bradley's blog on June 30, 2008

The Globe and Mail, Report on Business Published June 28, 2008 “We do our own independent research.” That's what all investment managers tell their prospective clients. It is a point of pride and is meant to distinguish them from other ...

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Are Fee Reductions the New Trend?

Excerpt from Tom Bradley's blog on June 26, 2008

This week RBC/PH&N announced they are reducing their management fees.  Eight of the funds that are sold directly to investors are affected.  This good news comes from the dynamic duo of low fee mutual funds.  PH&N has been a leader ...

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What am I Paying for?

Excerpt from Tom Bradley's blog on June 20, 2008

For a firm that prides itself in being transparent, we have been slow in clarifying our message on fees.  There are two questions that come up often, that we can address more clearly. Before I do that, however, I should ...

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For the Feedback File

Excerpt from Tom Bradley's blog on June 18, 2008

I recently received the following note from an investor: Mr. Bradley – your individual fund financial objectives, the managers, marketing approach, desire to make clarity vs. fund chaos/greed/conformity an objective, and an eMail approach to quarterly/annual data, as so clearly explained ...

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Real Estate, Stocks and Chronic Depression

Excerpt from Tom Bradley's blog on June 18, 2008

We’ve had a handful of new clients recently that brought money to Steadyhand as a result of a real estate sale. The conversations have been interesting and got me thinking. A majority of the talk has been around asset mix. What makes ...

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