Blog: Cutting Through the Noise
Fund Manager's Corner
Nalco
Excerpt from Scott Ronalds's blog on March 10, 2010
The Steadyhand Equity Fund consists of no more than 25 stocks. This is one of the manager’s (CGOV Asset Management) disciplines that we love. It ensures that we’re only getting their best ideas. Nalco is one of these ideas. The Nalco story is a...Read More
A Change at Edinburgh Partners
Excerpt from Tom Bradley's blog on November 12, 2009
The manager of our Global Equity Fund, Edinburgh Partners Ltd. (EPL), has had a personnel change that is of interest to Steadyhand clients. Christine Montgomery has left EPL and joined another firm in Edinburgh, Martin Currie. While the firms are comparable...Read More
Equity Fund Update
Excerpt from Tom Bradley's blog on September 9, 2009
On my recent trip to Toronto, I spent some time at the CGOV office, meeting with Gord O’Reilly, the manager of the Equity Fund, as well as other partners of the firm. Out of all the conversations, pizza and beer came very little that was new - even though...Read More
Small-Cap Equity Fund Update
Excerpt from Tom Bradley's blog on August 19, 2009
The Steadyhand Small-Cap Equity Fund has been one of the top funds in its category since it started in early 2007. But in getting there, the fund has traced quite a different path compared to that of the market and other small-cap funds. That's because the...Read More
The Risk Today is Not Buying Cheap Equities
Excerpt from Scott Ronalds's blog on February 19, 2009
We posted a blog in late 2007 ( Edicts from Edinburgh ) that highlighted a few excerpts from an interview that Dr. Sandy Nairn, the CEO and founder of Edinburgh Partners Limited (EPL), did with a U.K. publication, Independent Investor ...Read More
Liquid and Lovin' it
Excerpt from Tom Bradley's blog on January 27, 2009
As I was reading the year-end report from CGOV, the manager of our Equity Fund, I was blown away by the numbers. We’ve talked in the past about the quality of companies in the fund, how well positioned they are ...Read More
Fund Updates
Excerpt from Scott Ronalds's blog on December 3, 2008
Suffice to say, we’ve been watching our funds quite closely these days. We want to make sure that our managers are doing what they do best and are sticking to their investment disciplines. Following recent calls with the managers of ...Read More
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 ...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
Irrational Nervousness = Fertile Soil
Excerpt from Tom Bradley's blog on May 1, 2008
The managers of our funds report to us formally once every quarter. In the Income Fund report from Connor, Clark & Lunn, there was a chart that is a great indication of what the capital markets are going through. It ...Read More
Odds Can be Stacked in Your Favour Buying Bank Stocks for the Long Term
Excerpt from Tom Bradley's blog on April 7, 2008
The Globe and Mail, Report on Business Published April 5, 2008 A couple of times in recent months I've used the banks as a framework for talking about investing and the buy side of the street. I'm back at it. ...Read More
TD Bank - Just too Cheap!
Excerpt from Tom Bradley's blog on March 28, 2008
I was in Toronto this week and met with the crew at CGOV to talk about the Equity Fund. We covered lots of ground, which we’ll report on in our Quarterly Report that will be published on or around April ...Read More
