Blog: Cutting Through the Noise
Inside Steadyhand
Taking the Middle Road
Excerpt from Scott Ronalds's blog on August 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 More
Steadyhand and the Boomer Retiree
Excerpt from Scott Ronalds's blog on August 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 More
Third Party Asset Backed Commercial Paper (ABCP)
Excerpt from Scott Ronalds's blog on August 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 More
Update: Tom's Liver
Excerpt from Scott Ronalds's blog on August 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 More
Observations on Client Portfolios
Excerpt from Tom Bradley's blog on July 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 More
Statement Summary Page
Excerpt from Neil Jensen's blog on July 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 More
Statement Performance Calculations
Excerpt from Neil Jensen's blog on July 12, 2007
Our statements provide investors with performance numbers at both the individual account level and a consolidated portfolio level. In this post, I'll discuss how performance is calculated and displayed at each level. The attached image illustrates how we show consolidated performance ...Read More
Steadyhand Top Ten List
Excerpt from Scott Ronalds's blog on July 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 ...Read More
What 'Unconstrained' Means
Excerpt from Tom Bradley's blog on June 6, 2007
Steadyhand has a very definite investment philosophy. We believe our funds should be (1) absolute-return oriented; (2) concentrated on the managers’ best ideas; (3) unconstrained; and (4) have low turnover (i.e. tax efficient). The least understood of these four tenets ...Read More
A Personal Note – No Pinot Noir For Me Thanks
Excerpt from Tom Bradley's blog on May 30, 2007
There is a personal situation that I want to apprise our clients of, as well as investors that are following the progress of Steadyhand. I’ve had a long-standing liver condition called primary schlorosing colengitis (PSC). It goes back to my ...Read More
Bad Liver; Good Money Managers
Excerpt from Tom Bradley's blog on May 30, 2007
Because of my liver condition , we’ve had to assess how Steadyhand’s business plan will change. The reality of the situation is that (1) I can’t travel outside the province until I get the transplant and (2) after my beeper ...Read More
Wanna Pick Tom's Brain?
Excerpt from Tom Bradley's blog on May 23, 2007
Investment Lunch/Breakfast Tired of high fees? Want to learn more about direct investing? Curious about the Steadyhand funds? Join us for lunch on Thursday, June 7 th , or breakfast on Tuesday, June 12 th , for an intimate and ...Read More
