Blog: Cutting Through the Noise
Postings
The Steadyhand Diaries: Postscript II - Marketing
Excerpt from Tom Bradley's blog on July 22, 2008
This posting is a follow-up to The Steadyhand Diaries , which were published in the Globe Investor magazine in May. These postscripts are focused on things that didn’t get much space in the article. But let me start with a ...Read More
Things I'd Like to Hear - But Probably Won't - in the World of Business
Excerpt from Tom Bradley's blog on July 14, 2008
The Globe and Mail, Report on Business Published July 12, 2008 I've been reading Sports Illustrated for 40 years (since I was minus three years old). There are weeks when I don't get the Economist magazine read, but I never ...Read More
Investors Should Know There's Value Coming From Both Sides of the Street
Excerpt from Tom Bradley's blog on June 30, 2008
The Globe and Mail, Report on Business Published June 28, 2008 “We do our own independent research.” That's what all investment managers tell their prospective clients. It is a point of pride and is meant to distinguish them from other ...Read More
Are Fee Reductions the New Trend?
Excerpt from Tom Bradley's blog on June 26, 2008
This week RBC/PH&N announced they are reducing their management fees. Eight of the funds that are sold directly to investors are affected. This good news comes from the dynamic duo of low fee mutual funds. PH&N has been a leader ...Read More
What am I Paying for?
Excerpt from Tom Bradley's blog on June 20, 2008
For a firm that prides itself in being transparent, we have been slow in clarifying our message on fees. There are two questions that come up often, that we can address more clearly. Before I do that, however, I should ...Read More
For the Feedback File
Excerpt from Tom Bradley's blog on June 18, 2008
I recently received the following note from an investor: Mr. Bradley – your individual fund financial objectives, the managers, marketing approach, desire to make clarity vs. fund chaos/greed/conformity an objective, and an eMail approach to quarterly/annual data, as so clearly explained ...
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Real Estate, Stocks and Chronic Depression
Excerpt from Tom Bradley's blog on June 18, 2008
We’ve had a handful of new clients recently that brought money to Steadyhand as a result of a real estate sale. The conversations have been interesting and got me thinking. A majority of the talk has been around asset mix. What makes ...Read More
'New World Order' or Not, Think Twice Before Jumping on the Bandwagon
Excerpt from Tom Bradley's blog on June 16, 2008
The Globe and Mail, Report on Business Published June 14, 2008 We can't go anywhere or do anything without feeling the impact of high oil prices. It is the topic du jour and we are at the stage where every ...Read More
It's Tough Beating the Index
Excerpt from Tom Bradley's blog on June 5, 2008
Why do active managers find the S&P 500 so hard to beat? In his book More Than You Know – Finding Financial Wisdom In Unconventional Places , Michael Mauboussin takes a different approach to the question. He starts by assessing ...Read More
Something to Chou on
Excerpt from Tom Bradley's blog on June 3, 2008
I had some interesting feedback on my Saturday column on Francis Chou . The volume of emails was not noteworthy, but the diversity of views and the temperature level had the widest range I’ve experienced. There were a few investors ...Read More
Chou Runs His Fund the Way He Runs His Life - and That's a Good Thing
Excerpt from Tom Bradley's blog on June 2, 2008
The Globe and Mail, Report on Business Published May 31, 2008 I grumbled as I read Rob Carrick's profile on Francis Chou in the latest issue of Globe Investor magazine. He beat me to it. I had visited Francis a ...Read More
The Steadyhand Diaries: Postscript
Excerpt from Tom Bradley's blog on May 28, 2008
We’ve had great reaction to The Steadyhand Diaries published last week in the Globe Investor magazine. Over the next few weeks we are going to complement the Diaries with a few additional postings. The original draft of the article was ...Read More
