Blog: Cutting Through the Noise

A Latter-Day Charles Dickens?

Excerpt from Scott Ronalds's blog on October 29, 2009

In a recent article written about Steadyhand titled "Mischievous Strangers and a Steadyhand", Karin Mizgala draws a connection between Tom Bradley and Charles Dickens. Very flattering. Especially when compared to some of the other comparisons...

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Podcast: Tom Talks with Larry Lunn

Excerpt from Scott Ronalds's blog on October 20, 2009

Tom recently sat down with Larry Lunn, the Chairman and founder of Connor, Clark & Lunn (CC&L), to talk shop. At the front end of the podcast, Larry discusses where we are in the economic recovery and his view on [the hot topic of] inflation. He then addresses...

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BNN Interview - Canada vs Foreign

Excerpt from Scott Ronalds's blog on October 18, 2009

Tom was on Business News Network (BNN) on Friday talking about finding a balance between domestic and foreign investments (his Saturday Globe column focuses on the same topic). Canadian investors have an emphasis on Canadian securities...

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Podcast: Third Quarter Review

Excerpt from Scott Ronalds's blog on October 9, 2009

In this podcast, Tom and I review the third quarter of 2009. It was another strong period for equities. U.S. stocks posted their best quarter in a decade, while the TSX and many overseas markets posted double-digit returns. A rising loonie negatively impacted...

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Nokia - The Next Episode

Excerpt from Scott Ronalds's blog on September 15, 2009

Nokia is an interesting story. To many North Americans, the company is viewed as a has-been. While its cell phones may have been all the rage a decade ago, its star has fallen considerably as Apple and RIM have taken over as the market leaders thanks to...

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Correction: Steadyhand Savings Fund Performance

Excerpt from Scott Ronalds's blog on September 8, 2009

The Globe and Mail ran an article yesterday on how money market funds are holding up given the historically low interest rate environment (The Best and Worst Places to Park Your Cash). The article highlighted our Savings Fund as the top performing fund...

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Podcast: Wrong for the Right Reasons

Excerpt from Scott Ronalds's blog on August 24, 2009

In this podcast, Tom expands on his latest Globe and Mail column, which focuses on the traits that he looks for in a money manager. More specifically, he highlights two things that he watches for and studies very intently: 1) the temperament of the...

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The Credit Crisis 101

Excerpt from Scott Ronalds's blog on July 21, 2009

If you look up the term ‘credit crisis’ on Google, you’ll get close to 50 million results. Over the past year or so, you would be hard pressed to find two more commonly used words in the business world (other than the usual expletives that abound in falling...

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Podcast: Second Quarter Review

Excerpt from Scott Ronalds's blog on July 10, 2009

In this podcast, Tom and Scott review the second quarter of 2009. The equity markets rebounded sharply in the quarter, with many stocks posting strong gains. The corporate bond market also enjoyed a long-awaited recovery, as yields declined...

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Podcast: Tom & Christine Discuss the Global Equity Fund

Excerpt from Scott Ronalds's blog on June 18, 2009

Christine Montgomery from Edinburgh Partners, the manager of our Global Equity Fund, has been traveling in North America this week meeting with companies (research) and clients (hand-holding). We dragged her out of the San Francisco fog and welcomed her to...

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Book Review: Panic

Excerpt from Scott Ronalds's blog on June 16, 2009

Panic is a compilation of articles that shed light on the most severe upheavals in recent financial history – the crash of ’87, the Russian default and subsequent collapse of Long Term Capital Management, the Asian currency...

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Hedge Funds are Dead

Excerpt from Scott Ronalds's blog on June 10, 2009

Be it resolved that hedge funds are dead - or at least the model as we know it needs to change. This is the position that Tom Bradley argued in a debate yesterday at a luncheon held by the Alternative Investment Management Association (Canada’s...

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