Blog: Cutting Through the Noise

Podcast: First Quarter Review

Excerpt from Scott Ronalds's blog on April 12, 2010

In this podcast, Tom and I highlight some of the key messages from our Quarterly Report. We also discuss our three-year performance (Steadyhand marked its third anniversary in the quarter) and provide an overview on the advice we are currently providing to clients. You can subscribe to our podcasts via iTunes...

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Podcast: Small Talk with Wil Wutherich

Excerpt from Scott Ronalds's blog on April 6, 2010

Wil Wutherich, the manager of our Small-Cap Fund, was in town last week on a research trip. We snagged a morning of his time to review the fund and get some further insights on some of the stocks in the portfolio. Listen now, or subscribe to our podcasts via...

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Podcast: Behind the Scenes - Quarterly Manager Calls

Excerpt from Scott Ronalds's blog on March 29, 2010

Toward the end of every quarter, we get on the phone with each of our fund managers and review their portfolios (our funds). This is a formal process that we go through with CC&L (the manager of our Savings Fund and Income Fund), CGOV (Equity Fund), Edinburgh Partners (Global Equity Fund) and Wutherich & Company (Small...

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Nalco

Excerpt from Scott Ronalds's blog on March 10, 2010

The Steadyhand Equity Fund consists of no more than 25 stocks. This is one of the manager’s (CGOV Asset Management) disciplines that we love. It ensures that we’re only getting their best ideas. Nalco is one of these ideas. The Nalco story is a...

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Active Share

Excerpt from Scott Ronalds's blog on February 24, 2010

The notion of “active share” is in the news again. Coined by a pair of Yale professors in 2007, active share is a measure that indicates just how actively managed a fund really is. In other words, it is a gauge of how much a fund looks like, or overlaps, a certain...

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Olympic Observations

Excerpt from Scott Ronalds's blog on February 16, 2010

It’s Day 5 of the Games. As we’re lucky enough to be in the heart of the action here in Vancouver (or unlucky enough depending on your viewpoint), it’s time for a few observations: Canadians are bursting with pride and patriotism. Which is a good thing, no matter how you look at it. There have been a few early disappointments for the home team (Manny Osborne-Paradis...

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Hunters or Farmers?

Excerpt from Scott Ronalds's blog on February 10, 2010

Seth Godin is a renowned author, marketer and blogger. He has great insights and observations on human behavior and the business world. In a recent blog, Hunters and Farmers, he examines the differences between the two types of individuals. In Seth's...

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Tom on BNN

Excerpt from Scott Ronalds's blog on February 8, 2010

Tom was on BNN this morning (Feb 8) with Marty Cej and Frances Horodelski. Topics of discussion included: What to do at this stage in the market; How to reflect caution in your portfolio; and ETFs. The seven minute piece brings together some key messages from Tom’s...

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Undexing

Excerpt from Scott Ronalds's blog on February 4, 2010

In his latest Wealthy Boomer video segment, National Post columnist Jonathan Chevreau sat down with Tom Bradley to discuss the concept of “undexing”. The term, creatively coined by our brash marketing team, refers to an investment philosophy...

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Podcast: Tom Talks with Don Cranston (CGOV)

Excerpt from Scott Ronalds's blog on February 3, 2010

Don Cranston, one of the founding partners of CGOV Asset Management (the manager of our Equity Fund) was in town last week enjoying some of our rain. We put Don in front of the microphone and asked him a few of the questions that are at the top of investors’ minds these days: How and why does CGOV incorporate foreign holdings into the fund? What were some of the...

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Podcast: Going Full Circle on Yield

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

If you’re an income investor, T-Bills and GICs aren’t helping you much these days. And the prospects for government bonds are nothing to get excited about. In order to achieve a more desirable return, you may find yourself reaching for yield, or moving up the...

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Changes Morningstar Would Like to See in The Fund Industry

Excerpt from Scott Ronalds's blog on January 21, 2010

Morningstar’s Manager of Fund Analysis, David O’Leary, recently published an article titled Six Changes We Would Like to See in the Canadian Mutual Fund Industry. O’Leary acknowledges that by and large, Canada has an investor-friendly fund industry. Yet...

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