Blog

Cutting Through the Noise


November 6, 2006

By Tom Bradley

Best Foreign Money Managers may be Right Here

The Globe and Mail, Report on Business Published November 3, 2006 Until recently, I'd never heard of Alex Becks. I thought it was because I lived on the left coast and wasn't plugged in enough to the Toronto investment network, ...

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November 3, 2006

By Tom Bradley

Unconventional ... or Twisted?

Here's a picture of our Manager of Research & Communications, Scott Ronalds, reading David Swensen's Unconventional Success while on holiday in Hawaii.We're hoping all of our future employees are as dedicated as Scott. ...

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November 2, 2006

By Tom Bradley

Income Trusts II - There's Still Stuff to Worry About

The attention will be focused on the government's tax announcement for a while to come, but we shouldn't forget that there are other things to think about with regard to the income trust market. The tax changes have certainly shaken ...

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November 1, 2006

By Tom Bradley

Wow! Where Did That Come From?

Last week I praised Finance Minister Flaherty with regard to his comments on the fiscal surplus. There aren't many people praising him today. The changes to the taxation of income trusts have, and will continue to, generate lots of commentary ...

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October 26, 2006

By Tom Bradley

The Straight Goods from our Finance Minister

The lead story in yesterday's paper was "Ottawa Awash with Surplus Cash." Five months into this fiscal year, the Federal government is $6.7 billion into the black and they only forecast a surplus for the year of $3.6 billion. The ...

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October 21, 2006

By Tom Bradley

We're Hiring

We're looking for some good people to fill out our team in Vancouver, specifically an Investor Specialist and an Administrative and Marketing Associate. If you know of anyone, please let them know. ...

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October 21, 2006

By Tom Bradley

A Good Money Manager is Brave Enough to Say "I don't know"

The Globe and Mail, Report on Business Published October 21st, 2006 There are plenty of sports analogies that are appropriate to investing, but I find golf provides the most fertile ground. With both golf and investing, it takes only a ...

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October 18, 2006

By Tom Bradley

An Evolving Asset Class - "Not-so-private" Equity

Every few weeks there is news of a takeover in the Canadian market. Increasingly, the buyers are private equity firms rather than other industry players. Of course, this is just part of a worldwide phenomenon. Private equity firms are hungry ...

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October 9, 2006

By Tom Bradley

Diversify or Prepare to Suffer the Fallout

The Globe and Mail, Report on Business Published October 6, 2006 This column represents an anniversary of sorts. It's the tenth column of my burgeoning writing career with the Report on Business. Of the previous nine, the best reaction I've ...

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October 6, 2006

By Tom Bradley

PPNs III: Believe Me. I'm Not Making This Up

I promised myself that I wouldn't do any more postings on structured products for at least a few weeks, but I can't resist this one. The Financial Post had a small item on Monday about CIBC coming out with a ...

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October 6, 2006

By Tom Bradley

PPNs II - Why Would Anyone Buy the BMO/Saxon Note?

I thought that Rob Carrick's article in the Saturday Report on Business was excellent. It did a side by side comparison of the Saxon Balanced Fund and the BMO Saxon Balanced Protected Deposit Notes (another new PPN with a brutal ...

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September 27, 2006

By Tom Bradley

Steadyhand Investment Funds Update

This is just a quick update to let people know where we're at on the startup of Steadyhand Investment Funds. First of all, I want to thank those who sent us their best wishes and encouragement after our initial announcement. ...

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