Blog: Cutting Through the Noise
Postings
Fees Don't Matter...Wanna Bet?
Excerpt from Scott Ronalds's blog on June 13, 2008
Will a collection of hedge funds beat the S&P 500 over the next 10 years? Warren Buffett doesn’t think so. And he’s willing to bet on it, to the tune of a million bucks. Buffett put his own cash on ...Read More
Hanging with Christine...Again
Excerpt from Scott Ronalds's blog on June 9, 2008
Christine Montgomery and Cathy Alsop from Edinburgh Partners Limited (EPL) were in Vancouver this week to meet with our clients and other interested investors. Christine manages our Global Equity Fund. With Canadian dollar returns from foreign funds being poor for ...Read More
Podcast: Global Equity Fund Update
Excerpt from Scott Ronalds's blog on June 9, 2008
Edinburgh Partners' Christine Montgomery was in town last week to present on the Global Equity Fund. Tom also had a chance to sit down with her to discuss the fund's performance and some of the investment strategies that our Scottish partners are pursuing.Read More
Thar's Thieves in Them Thar Hills
Excerpt from Scott Ronalds's blog on May 22, 2008
The price of a barrel of oil recently topped $135. Get out the balaclava. It’s time to steal us some crude. At least that’s the thinking of the opportunistic criminal in Texas. An article in the Wall Street Journal yesterday ...Read More
The Steadyhand Diaries
Excerpt from Scott Ronalds's blog on May 20, 2008
The summer edition of Globe Investor Magazine comes out this Thursday (May 22) as a supplement in the Globe and Mail. Watch for The Steadyhand Diaries , a piece written by Tom Bradley that takes readers through the company's first year ...Read More
Investment Blogs
Excerpt from Scott Ronalds's blog on May 8, 2008
The Globe and Mail published a report on investment blogs in Tuesday’s paper, where a number of their columnists identified some of their favorite blogs. If you’re a fan of our blog, you may want to check out a few ...Read More
An Intrinsically Attractive and Flexible Vehicle
Excerpt from Scott Ronalds's blog on April 25, 2008
Jonathan Chevreau’s article in Wednesday’s Financial Post highlights the latest book that bashes the mutual fund industry, The Investor’s Dilemma: How Mutual Funds are Betraying Your Trust and What to do About it , written by Louis Lowenstein. It’s books ...Read More
Podcast: First Quarter Review
Excerpt from Scott Ronalds's blog on April 15, 2008
In this podcast, we review the first quarter of 2008 and touch on some highlights from our Quarterly Report.Read More
Get in the Pool!
Excerpt from Scott Ronalds's blog on March 16, 2008
A pool in the spring could only mean one thing – March Madness. For basketball junkies there’s no better time of year. Sixty-four college teams vying for supremacy. The upsets, the Cinderella stories, the raw emotion. Who could ask for ...Read More
Transparency at its Best
Excerpt from Scott Ronalds's blog on March 13, 2008
There’s an interesting firm out of London by the name of Bedlam Asset Management. I read their literature every now and then and although we often don’t share the same views, I’m always impressed by their transparency. There’s no beating ...Read More
What were they Thinking?
Excerpt from Scott Ronalds's blog on March 7, 2008
In his Streetwise blog yesterday, Globe and Mail journalist Andrew Willis highlighted an $8 million fine that the U.S. Securities and Exchange Commission (SEC) recently imposed on Fidelity Investments. The penalty was imposed to settle charges that Fidelity’s in-house traders ...Read More
Video Blog: Tom's Beef with PPNs
Excerpt from Scott Ronalds's blog on March 6, 2008
In our first video blog, Tom discusses why investors should steer clear of principal-protected products. He notes that professional investors would never touch these products because the odds are clearly stacked against them. Watch the video to learn more.Read More
