Cutting Through the Noise
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 ...
Read MoreJuly 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 ...
Read MoreJune 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 ...
Read MoreJune 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 ...
Read MoreMay 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 MoreMay 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 MoreApril 16, 2008
Vancouver, April 16, 2008 - Steadyhand Investment Funds is proud to announce that they are the recipient of two Lippy Awards. The prestigious awards are presented for excellence in the fields of mutual fund performance and marketing. The firm is particularly ...
Read MoreApril 2, 2008
Oh boy, we finally get to release our investment returns . The markets having been so...well...interesting. We’ve been busting to get the numbers out. You may remember that until we renewed our prospectus, we weren’t allowed to provide fund returns ...
Read MoreMarch 31, 2008
One of our promises to our clients is that we will reduce or eliminate paper mailings. Unfortunately we have to deliver tax documents (contribution receipts and T3's) to our clients via paper. The problem is that each of our mutual funds ...
Read MoreFebruary 18, 2008
Jonathan Chevreau of the Financial Post interviews Tom about Steadyhand (part 1) and five myths of investing (part 2). See the videos here . ...
Read MoreJanuary 2, 2008
The funds paid out management fee rebate distributions and year-end distributions on Dec 27th and 31st respectively, so distributions have been on my mind lately. As we went through the distribution process, I made a number of notes. A lot ...
Read MoreDecember 17, 2007
Many of our readers are not familiar with blogs and RSS. This short video provides an introduction to these technologies. Using an RSS reader can be a more efficient way to read our blog. ...
Read MoreNovember 14, 2007
We've just created a Steadyhand page on Facebook, available here (you'll have to sign up for a free Facebook membership if you don't already have one). Frankly at this stage it is an experiment, but we're inspired in part by ...
Read MoreOctober 30, 2007
After being grounded for five months, I got back on the road last week. Connor, Clark & Lunn was putting on an Investor Day in Toronto for their clients and that was ample reason to get me on a plane ...
Read MoreOctober 17, 2007
We're pleased to announce that Tom's recovery from surgery is going extremely well and he returned to work this week and will once again be a permanent fixture around the office. While the rest of the team will likely have ...
Read MoreSeptember 21, 2007
We've had a few calls and emails lately asking how Tom's doing, so we felt it was a good time to provide a brief update. Tom is recovering well and on-track from his surgery and expects to be back in ...
Read MoreSeptember 18, 2007
We recently received an email from an investor who posed a few well thought questions about our funds and our company. We thought other investors following the development of Steadyhand may find these questions, and our responses, informative. Q: I ...
Read MoreAugust 30, 2007
As a start-up, we have the luxury of starting with a fresh piece of paper and blazing our own path. We’re not confined by legacy issues, dated technology platforms, archaic policies and procedures, etc. We’ve set up a business that ...
Read MoreAugust 27, 2007
The following blog was written by Tom just before his surgery, from which he is recovering well. Dan Richards is a name you may be familiar with. He has been in the wealth management industry for years and currently operates ...
Read MoreAugust 21, 2007
Third party asset backed commercial paper (ABCP) has been the subject of attention in the investment press recently, as some issuers have experienced problems finding funding for their maturing debt. The Steadyhand Savings Fund does not hold any of this ...
Read MoreAugust 15, 2007
As you may have heard, Tom has a long-standing liver condition known as PSC. It goes back to his youth and has been monitored for over 25 years. While not normal, it has always been stable and hasn’t held him ...
Read MoreJuly 19, 2007
Chris, Scott and I have had ample opportunity to see what’s going on out there in investor land as we’ve each had a chance to work with a number of our new clients. We have done enough portfolio reviews and ...
Read MoreJuly 12, 2007
We're proud of our first version of client statements, in particular the portfolio summary page at the beginning of every statement. The first attached image is for a fictitious client, Jim Smith, who has three accounts: an Investment account, RSP ...
Read MoreJuly 12, 2007
[update: As of November 2009, our performance calculation methodology changed. Individual account performance is still calculated using the time weighted rate of return (daily valuation); however, it is now calculated in our wealth management platform, rather than the recordkeeping system. ...
Read MoreJuly 3, 2007
We're pleased to present the inaugural Steadyhand Top Ten List. We've faced a lot of great - and not so great - questions in our first few months of business. Here are our top picks: 10. Is this the place ...
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