Blog: Cutting Through the Noise
Fund Manager's Corner
Massively in the Middle
Excerpt from Scott Ronalds's blog on June 24, 2010
In his latest interview with Independent Investor (a U.K. publication), Sandy Nairn, the CEO of Edinburgh Partners (the manager of our Global Equity Fund), provided his views on the global economy and capital markets. After being cautious in late 2007...Read More
Catching up with Edinburgh Partners
Excerpt from Tom Bradley's blog on May 27, 2010
Last week I met with Edinburgh Partners Ltd (EPL), the manager of our Global Equity Fund, on their home turf. Here are the highlights. EPL has been in existence for almost 7 years and has been very successful. They manage C$11.4 billion for corporate...Read More
Sugar-Free Economic Lunch
Excerpt from Scott Ronalds's blog on May 25, 2010
I recently attended a luncheon hosted by Connor, Clark & Lunn, the manager of our Savings Fund and Income Fund. The session focused on the economy. Larry Lunn, the firm’s chairman and co-founder, was the keynote speaker. Larry is an experienced...Read More
Questions about Europe?
Excerpt from Scott Ronalds's blog on May 12, 2010
First it was swine flu. Now it’s fragile economies. Seems like pigs can’t catch a break these days. The southern European nations of Portugal, Italy, Greece and Spain (PIGS) are garnering plenty of attention in the media, as investors fear these countries may...Read More
Small-Cap Fund Update
Excerpt from Tom Bradley's blog on March 18, 2010
It’s always great to visit Montreal, but last Thursday was particularly timely for reasons beyond the sunny, warm weather. It is the home turf for Wil Wutherich, the manager of our Small-Cap Fund, a fund that has just turned three years old (along with the rest...Read More
Edinburgh Partners - Business as Usual
Excerpt from Tom Bradley's blog on March 15, 2010
David and I met last week with Ian Cormack and Cathy Alsop from Edinburgh Partners (EPL) in Toronto. EPL manages the Steadyhand Global Equity Fund. The meeting reinforced the depth and experience of the firm (they announced two senior additions...Read More
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
