Blog: Cutting Through the Noise
Postings
Corporate Bonds Assuming Worse than the Worst
Excerpt from Scott Ronalds's blog on December 12, 2008
This posting is for the bond geeks in the crowd. The manager of our Income Fund, Connor, Clark & Lunn Investment Management, recently did the following analysis on corporate bonds. If you passively buy a portfolio of 5-yr U.S. investment ...Read More
Year-end Distributions
Excerpt from Scott Ronalds's blog on December 11, 2008
A quick reminder that with the exception of the Savings Fund, the year-end distributions of all our funds will be calculated on December 15th and paid on December 16th . The distribution for the Savings Fund will be calculated on ...Read More
A Lousy Destination
Excerpt from Scott Ronalds's blog on December 10, 2008
The latest take on principal protected products comes in the form of life cycle funds with capital guarantees. For those unfamiliar with life cycle funds, they are simply packaged products that have a target end date and shift the asset ...Read More
Weak Markets Needn't be all That Taxing
Excerpt from Scott Ronalds's blog on December 4, 2008
We all love to hate taxes. Especially when it comes to our investments. This explains why some investors are now busy harvesting losses to offset any prior capital gains. It also explains the growing number of investment products on the ...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
A Bigg Opportunity?
Excerpt from Scott Ronalds's blog on December 2, 2008
Aside from having one of the great names in the business, Barton Biggs is a renowned hedge fund manager and author of the popular book Hedgehogging . Biggs is a great thinker and investor, and in the words of David ...Read More
Is Your Fund Company Betraying Trust?
Excerpt from Scott Ronalds's blog on November 27, 2008
I recently finished reading Louis Lowenstein’s latest critique of the mutual fund industry, The Investor’s Dilemma: How Mutual Funds are Betraying your Trust and What to do About it . The book is a great read for investors seeking an ...Read More
Co-investment
Excerpt from Scott Ronalds's blog on November 10, 2008
Co-investment is arguably the greatest form of alignment between fund manager and investor. When a manager has their own wealth invested alongside that of their clients, you can be assured that you’re getting the full benefit of the manager’s skills, ...Read More
What's Going on Warren?
Excerpt from Scott Ronalds's blog on October 3, 2008
Warren Buffett was recently interviewed by Charlie Rose. For investors looking for some clarification and insight into what’s currently going on in the United States, the exclusive conversation is an hour well spent. Some advice from the sage: “You want ...Read More
Podcast: Third Quarter Review
Excerpt from Scott Ronalds's blog on October 2, 2008
The third quarter of 2008 was an extraordinarily volatile period in the equity markets. In this podcast, we review the quarter and touch on some highlights from our Quarterly Report, which we will be publishing next week.Read More
Dusting Off Unconventional Success
Excerpt from Scott Ronalds's blog on September 25, 2008
Canadian Capitalist, a prominent financial blogger, recently posted a glowing book review of David Swensen’s Unconventional Success: A Fundamental Approach to Personal Investment . CC followed up the review with another posting today ( How to Pick a Winning Mutual ...Read More
Steadyhand Funds Now Available Through TD Waterhouse
Excerpt from Scott Ronalds's blog on September 11, 2008
Our five funds can now be purchased in TD Waterhouse discount brokerage accounts. Trades must be placed over the phone with a representative from TD, and their transaction fee varies based on the size of your purchase. ...Read More
