Blog: Cutting Through the Noise
Postings
Fees Don't Matter...Wanna Bet?
Excerpt from Scott Ronalds's blog on June 13, 2008
Will a collection of hedge funds beat the S&P 500 over the next 10 years? Warren Buffett doesn’t think so. And he’s willing to bet on it, to the tune of a million bucks. Buffett put his own cash on ...Read More
Hanging with Christine...Again
Excerpt from Scott Ronalds's blog on June 9, 2008
Christine Montgomery and Cathy Alsop from Edinburgh Partners Limited (EPL) were in Vancouver this week to meet with our clients and other interested investors. Christine manages our Global Equity Fund. With Canadian dollar returns from foreign funds being poor for ...Read More
Podcast: Global Equity Fund Update
Excerpt from Scott Ronalds's blog on June 9, 2008
Edinburgh Partners' Christine Montgomery was in town last week to present on the Global Equity Fund. Tom also had a chance to sit down with her to discuss the fund's performance and some of the investment strategies that our Scottish partners are pursuing.Read More
It's Tough Beating the Index
Excerpt from Tom Bradley's blog on June 5, 2008
Why do active managers find the S&P 500 so hard to beat? In his book More Than You Know – Finding Financial Wisdom In Unconventional Places , Michael Mauboussin takes a different approach to the question. He starts by assessing ...Read More
Something to Chou on
Excerpt from Tom Bradley's blog on June 3, 2008
I had some interesting feedback on my Saturday column on Francis Chou . The volume of emails was not noteworthy, but the diversity of views and the temperature level had the widest range I’ve experienced. There were a few investors ...Read More
Chou Runs His Fund the Way He Runs His Life - and That's a Good Thing
Excerpt from Tom Bradley's blog on June 2, 2008
The Globe and Mail, Report on Business Published May 31, 2008 I grumbled as I read Rob Carrick's profile on Francis Chou in the latest issue of Globe Investor magazine. He beat me to it. I had visited Francis a ...Read More
The Steadyhand Diaries: Postscript
Excerpt from Tom Bradley's blog on May 28, 2008
We’ve had great reaction to The Steadyhand Diaries published last week in the Globe Investor magazine. Over the next few weeks we are going to complement the Diaries with a few additional postings. The original draft of the article was ...Read More
Thar's Thieves in Them Thar Hills
Excerpt from Scott Ronalds's blog on May 22, 2008
The price of a barrel of oil recently topped $135. Get out the balaclava. It’s time to steal us some crude. At least that’s the thinking of the opportunistic criminal in Texas. An article in the Wall Street Journal yesterday ...Read More
Watching if Sprott Can Handle Life in the Heavyweight Class
Excerpt from Tom Bradley's blog on May 20, 2008
The Globe and Mail, Report on Business Published May 17, 2008 On my way to a breakfast meeting recently, I walked by the 'Opening Soon' Apple store in Vancouver's Pacific Centre Mall. I know how hot that store is going ...Read More
The Steadyhand Diaries
Excerpt from Scott Ronalds's blog on May 20, 2008
The summer edition of Globe Investor Magazine comes out this Thursday (May 22) as a supplement in the Globe and Mail. Watch for The Steadyhand Diaries , a piece written by Tom Bradley that takes readers through the company's first year ...Read More
The ETF Diaries - Part V: All Dressed Up and Nowhere to Go
Excerpt from Tom Bradley's blog on May 13, 2008
JovFunds Management is coming out with three ‘tactical allocation portfolios’ that will invest solely in exchange-traded funds (ETFs). These growth, balanced and conservative mutual funds will own Horizons BetaPro ETFs and the asset mix will be actively managed by Fiera ...Read More
Investment Blogs
Excerpt from Scott Ronalds's blog on May 8, 2008
The Globe and Mail published a report on investment blogs in Tuesday’s paper, where a number of their columnists identified some of their favorite blogs. If you’re a fan of our blog, you may want to check out a few ...Read More
