Blog

Cutting Through the Noise


September 22, 2006

By Tom Bradley

The Agony and Ecstasy of the Absolute-return Manager

The Globe and Mail, Report on Business Published September 22nd, 2006 Because I'm starting a new mutual fund company, I've had the opportunity to sit down and talk to a lot of money managers over the last few months. I've ...

Read More 0 Comments

September 21, 2006

By Tom Bradley

Sleepless in Kitsilano

I woke up way too early this morning (against my will). I decided not to fight it and instead used it as a chance to catch up on the reading that has been piling up. Part of the pile was ...

Read More 0 Comments

September 15, 2006

By Tom Bradley

Business Startup Reality Check I - The IRC

I went to a seminar yesterday sponsored by the law firm, Borden Ladner Gervais (BLG). It was about setting up an "Independent Review Committee" (IRC) for a mutual fund company. Going forward, each company must have a committee of independent ...

Read More 0 Comments

September 5, 2006

By Tom Bradley

Investment Industry's Perverse World: Pray for Bad News

The Globe and Mail, Report on Business, Guest Column Published September 2nd, 2006 If I had to choose one word to describe the investment industry, I'd pick ‘perverse’. It is like no other industry I know. That word came to ...

Read More 0 Comments

August 30, 2006

By Tom Bradley

PPNs - The Investment Industry's Vioxx

Since my column on principal-protected notes was published in the Globe & Mail on August 1st, I've had lots of e-mails. Almost without exception, they've been supportive of my view. Stuff like: "right on" ... someone needs to take a ...

Read More 0 Comments

August 23, 2006

By Tom Bradley

You're Paying Too Much If...

Jonathan Chevreau of the National Post is known for continually pounding away on the fee issue. He had lots of ammunition this week when he got his hands on a U.S. academic study called "Mutual Fund Fees Around the World". ...

Read More 0 Comments

August 17, 2006

By Tom Bradley

Unrealistic Expectations I

I was golfing with a friend of mine a couple of Friday's ago. At the 19th hole, we got talking investments, which led us to the PH&N Bond Fund. He's owned the fund for years and has been very happy ...

Read More 0 Comments

August 16, 2006

By Tom Bradley

Users' Guide to the Business Media

Originally published: October, 2004 (Phillips, Hager & North Investment Funds Quarterly Report). Context of the article: There's more investment information on the Internet and in the press than ever before. It's overwhelming. This article tries to help the individual investor ...

Read More 0 Comments

August 16, 2006

By Tom Bradley

Are Investors Buying Too Much Insurance

Originally published: January, 2005 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In 2005, Principal Protected Notes (PPN's) were again big sellers during RRSP season and were garnering a lot of attention amongst individual investors. The ...

Read More 0 Comments

August 16, 2006

By Tom Bradley

Discipline, Patience and Courage ... and a Little Cheating

Originally published: April, 2004 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: Being successful at investing is hard. It takes discipline, patience and courage. If investors don't possess those traits, they should consider other alternatives. The ...

Read More 0 Comments

August 16, 2006

By Tom Bradley

In Defense of the Lowly Mutual Fund II

Originally published: July, 2004 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In the spring of 2004, the Globe & Mail did a series of articles on the mutual fund industry. The tone was pretty damning. ...

Read More 0 Comments

August 16, 2006

By Tom Bradley

Just Plain Wrong

Originally published: October, 2003 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: There are rules of thumb in the investment industry that get established despite the fact that they aren't necessarily correct. This article discusses four ...

Read More 0 Comments