Cutting Through the Noise
December 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 MoreDecember 10, 2008
The latest take on principal protected products comes in the form of life cycle funds with capital guarantees. For those unfamiliar with life cycle funds, they are simply packaged products that have a target end date and shift the asset ...
Read MoreDecember 4, 2008
We all love to hate taxes. Especially when it comes to our investments. This explains why some investors are now busy harvesting losses to offset any prior capital gains. It also explains the growing number of investment products on the ...
Read MoreDecember 3, 2008
Suffice to say, we’ve been watching our funds quite closely these days. We want to make sure that our managers are doing what they do best and are sticking to their investment disciplines. Following recent calls with the managers of ...
Read MoreDecember 2, 2008
Aside from having one of the great names in the business, Barton Biggs is a renowned hedge fund manager and author of the popular book Hedgehogging . Biggs is a great thinker and investor, and in the words of David ...
Read MoreNovember 27, 2008
I recently finished reading Louis Lowenstein’s latest critique of the mutual fund industry, The Investor’s Dilemma: How Mutual Funds are Betraying your Trust and What to do About it . The book is a great read for investors seeking an ...
Read MoreOctober 3, 2008
Warren Buffett was recently interviewed by Charlie Rose. For investors looking for some clarification and insight into what’s currently going on in the United States, the exclusive conversation is an hour well spent. Some advice from the sage: “You want ...
Read MoreOctober 2, 2008
The third quarter of 2008 was an extraordinarily volatile period in the equity markets. In this podcast, we review the quarter and touch on some highlights from our Quarterly Report, which we will be publishing next week.
Read MoreSeptember 25, 2008
Canadian Capitalist, a prominent financial blogger, recently posted a glowing book review of David Swensen’s Unconventional Success: A Fundamental Approach to Personal Investment . CC followed up the review with another posting today ( How to Pick a Winning Mutual ...
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 MoreAugust 20, 2008
Many great things come out of the Olympics. For two and a half weeks, the world turns its attention to stories of athletic passion, determination, and raw emotion. Billions of people will watch a man dive off a springboard, a ...
Read MoreJuly 23, 2008
In this podcast, we sit down with Jay Menning, a senior member of the fixed income team at Connor, Clark & Lunn, to discuss the bond market and the Income Fund.
Read MoreJuly 10, 2008
In this podcast, we review the second quarter of 2008 and touch on some highlights from our recently published Quarterly Report (available on the Forms & Documents page).
Read MoreJune 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 MoreJune 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 MoreJune 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 MoreMay 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 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 MoreMay 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 MoreApril 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 MoreApril 15, 2008
In this podcast, we review the first quarter of 2008 and touch on some highlights from our Quarterly Report.
Read MoreMarch 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 MoreMarch 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 MoreMarch 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 ...
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