Cutting Through the Noise
September 21, 2009
In a nutshell, it all comes down to a few self-centered questions. Is this the way we want our money managed? Is this who we want doing it? Is this the way we want to be serviced, charged and communicated to? Call us selfish, but the answers to those...
Read MoreMarch 25, 2009
We’ve moved our website to a new host. While you may notice some small changes, including an improved comment feature on the Blog, the site and all its functionality should largely look and work the same. If you notice any oddities or are having any...
Read MoreMarch 3, 2009
One of the recent themes of this blog has been the notion that this economic crisis will cause the ‘strong to get stronger’. Well-financed companies will have unprecedented opportunities to buy assets and attract talent through this period, and will ...
Read MoreDecember 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 MoreSeptember 30, 2008
We will publish our quarterly report next week, but in light of the turmoil in the markets, we wanted to provide a brief update on the third quarter today. As well, we are planning to do a podcast later this ...
Read MoreSeptember 17, 2008
Today was another tough day in the markets. The declines were broad based, although financial stocks of all stripes pulled down the indexes the most. The U.S. market was the worst (-4.7%), while Europe and Asia were down 2.5% and ...
Read MoreSeptember 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 MoreAugust 28, 2008
Inspired by a recent Dos Equis commercial , I'm toiling with the idea of a new Steadyhand advertising campaign - The Most Interesting Man in the Mutual Fund Business . It would go something like this: Tom is out of ...
Read MoreJuly 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 MoreJuly 6, 2008
I've long had an interest in formal business rules specifications and systems for managing enterprise business rules. Despite seeing the value in managing business rules explicitly, I've never been able to see how relatively small organizations like Steadyhand would have the ...
Read MoreJune 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 MoreJune 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 ...
Read MoreMay 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 MoreMay 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 MoreApril 16, 2008
Vancouver, April 16, 2008 - Steadyhand Investment Funds is proud to announce that they are the recipient of two Lippy Awards. The prestigious awards are presented for excellence in the fields of mutual fund performance and marketing. The firm is particularly ...
Read MoreApril 2, 2008
Oh boy, we finally get to release our investment returns . The markets having been so...well...interesting. We’ve been busting to get the numbers out. You may remember that until we renewed our prospectus, we weren’t allowed to provide fund returns ...
Read MoreMarch 31, 2008
One of our promises to our clients is that we will reduce or eliminate paper mailings. Unfortunately we have to deliver tax documents (contribution receipts and T3's) to our clients via paper. The problem is that each of our mutual funds ...
Read MoreFebruary 18, 2008
Jonathan Chevreau of the Financial Post interviews Tom about Steadyhand (part 1) and five myths of investing (part 2). See the videos here . ...
Read MoreJanuary 2, 2008
The funds paid out management fee rebate distributions and year-end distributions on Dec 27th and 31st respectively, so distributions have been on my mind lately. As we went through the distribution process, I made a number of notes. A lot ...
Read MoreDecember 17, 2007
Many of our readers are not familiar with blogs and RSS. This short video provides an introduction to these technologies. Using an RSS reader can be a more efficient way to read our blog. ...
Read MoreNovember 14, 2007
We've just created a Steadyhand page on Facebook, available here (you'll have to sign up for a free Facebook membership if you don't already have one). Frankly at this stage it is an experiment, but we're inspired in part by ...
Read MoreOctober 30, 2007
After being grounded for five months, I got back on the road last week. Connor, Clark & Lunn was putting on an Investor Day in Toronto for their clients and that was ample reason to get me on a plane ...
Read MoreOctober 17, 2007
We're pleased to announce that Tom's recovery from surgery is going extremely well and he returned to work this week and will once again be a permanent fixture around the office. While the rest of the team will likely have ...
Read MoreSeptember 21, 2007
We've had a few calls and emails lately asking how Tom's doing, so we felt it was a good time to provide a brief update. Tom is recovering well and on-track from his surgery and expects to be back in ...
Read MoreSeptember 18, 2007
We recently received an email from an investor who posed a few well thought questions about our funds and our company. We thought other investors following the development of Steadyhand may find these questions, and our responses, informative. Q: I ...
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