Blog: Cutting Through the Noise

Postings

Book Review: Active Value Investing

Excerpt from Neil Jensen's blog on November 25, 2007

Canadian Capitalist first brought Vitaliy Katsenelson's Active Value Investing to my attention in this posting . Katsenelson believes that we are in a range-bound market, defined as a market that goes up and down, but ultimately ends up back where ...

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Steadyhand on Facebook

Excerpt from Neil Jensen's blog on November 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 ...

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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 ...

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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 ...

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Steadyhand Context Diagram

Excerpt from Neil Jensen's blog on April 30, 2007

Early on in our business design, we decided to outsource many of the business functions necessary in a mutual fund company. One of the tools we used to visualize how the functions would fit together was a (very loose) variation ...

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Fee Reduction Program, Part 1

Excerpt from Neil Jensen's blog on March 3, 2007

One of our differentiators is our fee reduction program. In this and subsequent postings, I'll outline the design and implementation of the program. Philosophy and Objectives Our costs for managing a $10,000 account and a $150,000 account are not that ...

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Creating steadyhand.com

Excerpt from Neil Jensen's blog on February 18, 2007

One of my intentions for this blog is to expose some of the inner workings of Steadyhand, including the functions we outsource and the vendors we work with. A natural place to start is with this website and the firm ...

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