Blog

Cutting Through the Noise


July 23, 2007

By Tom Bradley

Will Going Public Kill Private Equity?

The Globe and Mail, Report on Business Published July 21, 2007 My first gig in the investment industry in the early eighties was as a conglomerate analyst at Richardson Greenshields. It was while doing that job I first became sensitive ...

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July 19, 2007

By Tom Bradley

Observations on Client Portfolios

Chris, Scott and I have had ample opportunity to see what’s going on out there in investor land as we’ve each had a chance to work with a number of our new clients. We have done enough portfolio reviews and ...

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July 16, 2007

By Scott Ronalds

The Blog Days of Summer

Posted by Scott Ronalds I must admit that before I started working at Steadyhand last year, the term blog was pretty much a foreign concept to me. ‘Blogging’ sounded more like a slang term or a new extreme sport from ...

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July 12, 2007

By Neil Jensen

Statement Summary Page

We're proud of our first version of client statements, in particular the portfolio summary page at the beginning of every statement. The first attached image is for a fictitious client, Jim Smith, who has three accounts: an Investment account, RSP ...

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July 12, 2007

By Neil Jensen

Statement Performance Calculations

[update: As of November 2009, our performance calculation methodology changed. Individual account performance is still calculated using the time weighted rate of return (daily valuation); however, it is now calculated in our wealth management platform, rather than the recordkeeping system. ...

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July 9, 2007

By Tom Bradley

Small Investors Can Also Benefit From the Buffett Doctrine

The Globe and Mail, Report on Business Published July 7, 2007 Avner Mandelman's column in this space last Saturday featured the investment philosophy of Warren Buffett. If you've been reading this column or my blog, it's obvious that I also ...

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July 3, 2007

By Scott Ronalds

Steadyhand Top Ten List

We're pleased to present the inaugural Steadyhand Top Ten List. We've faced a lot of great - and not so great - questions in our first few months of business. Here are our top picks: 10. Is this the place ...

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June 28, 2007

By Tom Bradley

The ETF Diaries - Part III

We read in Larry MacDonald’s blog ( Avalanche of New Exchange Traded Funds ) on the Canadian Business site that there have been 18 new exchange-traded funds (ETFs) created this year in Canada. Horizons BetaPro has been the most active ...

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June 27, 2007

By Tom Bradley

Star Managers on the Move II - A Race for the Door

We’ve written about fund manager changes a couple of times this year ( When a Manager Moves, Be Prepared and Knowing When to Sell is Key to Smart Investing ). Needless to say, we think that the person pulling the ...

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June 25, 2007

By Tom Bradley

Flashback - What Could Have Happened to Telus?

There has been lots written about the impact that hedge funds and private equity firms are having on the stewardship of public companies. There is a concern, which I share, that with these deep-pocketed players hovering, it is more difficult ...

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June 25, 2007

By Tom Bradley

Investment Management Joins Multi-channel Universe

The Globe and Mail, Report on Business Published June 23, 2007 When it comes to distribution, the investment management business is remarkably similar to the media industry. The number of distribution channels is growing rapidly and change is the only ...

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June 21, 2007

By Tom Bradley

Become Your Own Hedge Fund Manager. Buy a Home.

My wife tells me I can be a real downer at parties. There are lots of reasons why she says that, but one is that I just can’t help myself when people start telling me how well they’ve done on ...

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