2021 Annual Client Presentation — Where to From Here?


Unfortunately, it’s not possible to gather as a large group for our annual client presentation, so to use a buzzword from 2020, we’ve pivoted. This year’s event is in video format. We’re also trying a new structure: we’ve recorded six separate sessions, offering you the choice to watch what you want (our suggestion is to watch them all, of course!).

We hope you find the videos helpful and informative. If you have any questions about anything you see or hear, or would like to speak with one of our Investor Specialists about your portfolio, you can book a phone or video call or reach us at 1-888-888-3147.

Bradley’s Brief

Steadyhand co-founder and Chief Investment Officer Tom Bradley provides a high-level view of the current investment environment and sets the stage for this year’s Where to From Here? videos.

Steadyhand Update

A pandemic didn’t slow us down in 2020. We’re excited to update you on our firm and fill you in on some of the initiatives we’re pursuing, including Sustainable Steadyhand, our multi-year effort to better incorporate sustainability practices in how we run our business and our funds.

2020 Hindsight

It was an unprecedented year on so many levels. We review a wild 2020 and its impact on the markets and your portfolio.

Everything Interest Rates

Interest rates are at record lows, which is having a big impact on both bonds and stocks, as well as our thinking on portfolio positioning. We take a deep dive on the topic with our income manager.

Investment Opportunities Post-Vaccine

A vaccine is finally here. We speak to two of our fund managers about some of the investment opportunities around the medicine and where they’re foreseeing compelling prospects in a post-COVID world.

Small World

Small companies can pack an oversized punch when it comes to investment returns. We see great long-term potential in the space, which is why two of our four equity funds focus on small- and mid-cap stocks. In this forum, we sit down with our two fund managers to discuss the world of hidden gems.