Blog: Cutting Through the Noise

Video: Global Equity Fund Update

Excerpt from Scott Ronalds's blog on May 22, 2012

Edinburgh Partners’ Craig Armour was in Toronto recently where Tom caught up with him to talk about the Global Fund. Topics of discussion include Europe, the U.S., the emerging markets and Japan. While the cinematography and sound are admittedly poor...

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Podcast: 5-Year Review

Excerpt from Scott Ronalds's blog on April 18, 2012

It was a good start to the year for Steadyhand. We welcomed close to 200 new clients to the firm in the first quarter, our assets under management grew by 15%, and our transfer pipeline is healthy. Stocks also had a strong showing, with the Canadian market rising 4% and the U.S. and World markets gaining roughly 10%. The bond market declined as interest rates edged upwards, although losses...

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Introducing the Founders Fund

Excerpt from Tom Bradley's blog on February 21, 2012

Yes, we’re introducing a new addition to our lineup - the Founders Fund. The fund is a balanced mix of our income and equity funds (it is a fund of funds) that best reflects my views on market fundamentals, valuation and ultimately asset mix. The fund’s...

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Video: Gord O'Reilly Discusses the Equity Fund

Excerpt from Scott Ronalds's blog on February 15, 2012

We recently stopped by CGOV's office to talk with Gord O'Reilly (the lead manager) about the Equity Fund. We discussed a number of topics, including CGOV's definition of core vs. opportunistic holdings, their strategy with respect to dividends, and what...

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Podcast: 2011 in Review

Excerpt from Scott Ronalds's blog on January 12, 2012

2011 was a great year for bonds and a not-so-great year for stocks. Interest rates declined further (10-year government bond yields ended the year below 2% for the first time in a century) leading to strong price gains in government bonds, and to a lesser extent corporate bonds. Debt concerns in Europe and political lollygagging weighed on investor confidence and most stock markets...

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Podcast: Third Quarter Review

Excerpt from Scott Ronalds's blog on October 11, 2011

It was an ugly quarter for stocks, with most major markets suffering double-digit declines. The bond market, on the other hand, had its strongest showing in 15 years (government bond yields now stand at levels not seen since the 1940s). Our funds declined, but held up better than the market. Their focus on high-quality, non...

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Podcast: Talking Stocks with Wil Wutherich

Excerpt from Scott Ronalds's blog on September 15, 2011

Wil Wutherich, the manager of our Small-Cap Equity Fund, is in town this week on a research trip. We booked an afternoon of his time to discuss the fund. Since we've covered his investment process in previous sessions and his philosophy is well documented on our site, Tom sat down with him to talk stocks...

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Podcast: Second Quarter Review

Excerpt from Scott Ronalds's blog on July 12, 2011

It was a skittish quarter for stocks. The Canadian market had a rough spring, as commodity-related stocks gave back some of their gains from earlier in the year. The U.S. and Japanese markets were largely unchanged, while Europe was mixed. Bonds, on the other hand, had a strong quarter, as investors embraced safety and yields...

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Podcast: First Quarter Review

Excerpt from Scott Ronalds's blog on April 12, 2011

Stock markets pushed forward in the first quarter despite some strong headwinds, including revolutions in North Africa, a powerful earthquake and tsunami in Japan, and lingering sovereign debt issues in Europe. It goes to prove that the linkage between headlines and market returns is anything but precise. In this podcast, we...

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Podcast: Small Talk with Wil Wutherich

Excerpt from Scott Ronalds's blog on March 30, 2011

Wil Wutherich, the manager of our Small-Cap Equity Fund, is in town this week on a research trip. We booked an afternoon of his time to review the fund and get some further insights on some of the stocks in the portfolio. Topics of discussion include: performance, valuations, and the resource sector, among others. Listen now...

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Podcast: 2010 in Review

Excerpt from Scott Ronalds's blog on January 17, 2011

2010 was a good year for both stocks and bonds. Resource-focused and small-cap stocks saw sharp gains, and both the Canadian and U.S. markets turned in double-digit returns. European stocks struggled in comparison, however, due to the well-publicized headwinds in the region (i.e., debt problems)...

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Video: Small-Cap Equity Fund Update

Excerpt from Scott Ronalds's blog on October 28, 2010

Small cap stocks were hit particularly hard during the credit crisis of 2008/09. In this update, Tom talks with Wil Wutherich (the manager of the fund) about the current financial shape of the businesses in the portfolio and how they weathered...

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