Blog

Cutting Through the Noise


May 23, 2007

By Tom Bradley

Wanna Pick Tom's Brain?

Investment Lunch/Breakfast Tired of high fees? Want to learn more about direct investing? Curious about the Steadyhand funds? Join us for lunch on Thursday, June 7 th , or breakfast on Tuesday, June 12 th , for an intimate and ...

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May 23, 2007

By Tom Bradley

Structured Products - Warning Flags

Over the last few weeks, a couple of warning flags have popped up that reminded me that with closed-end funds and structured products, it’s ‘ buyer beware ’. The first flag was an announcement that Sceptre Investment Counsel was merging ...

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May 22, 2007

By Scott Ronalds

Lessons From a Suitcase

Starting up a new fund company is hard work. I felt it was time for a little R&R, so I recently headed south to the Mayan Riviera to recharge the batteries. After 3 or 4 days of lounging on the ...

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May 22, 2007

By Tom Bradley

Keep Going Bill, We're Cheering for You

At Steadyhand, we couldn’t be more delighted that Bill Holland is continuing to move CI Financial into the banking world. In the Financial Post last Friday, Bill reiterated that “we have to be in most of the business lines the ...

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May 18, 2007

By Tom Bradley

Carrick's Two-minute Portfolio

In his article in last Saturday’s Report on Business, Rob Carrick dredged up an idea he came up with in 1999 - the ‘Two-minute Portfolio’. It involves investing equal amounts in the two largest stocks in each of the S&P/TSX’s ...

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May 15, 2007

By Tom Bradley

Must-Reads on Investing (Part II)

We’ve had some good discussions, internally and with clients, about a blog that I posted back in March titled Must-Reads on Investing . The list of books that I compiled covers a fairly broad spectrum of topics, ranging from tips ...

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May 14, 2007

By Tom Bradley

Passion was the Key in our Search for Money Managers

Prologue to Globe and Mail Article I wanted to put today’s Globe and Mail article in context with Steadyhand. The process described in the article occurred prior to the decision by Neil and I to go ahead with Steadyhand. Since ...

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May 10, 2007

By Scott Ronalds

Coming to Toronto on May 16-17

The manager of our Equity Fund, Cranston, Gaskin, O’Reilly & Vernon (CGOV), is holding an Investor Conference Day in Toronto next week that I’ll be attending. Finally, an excuse to head east and get out of this terrible spring weather ...

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May 10, 2007

By Tom Bradley

For 'New Paradigm' Read 'Decoupling'

We’ve got an excellent piece from Edinburgh Partners for our Fund Manager’s Corner. As part of his quarterly report, Dr. Sandy Nairn, the founder and President of the firm, provides some excellent background on economic and market cycles. The piece ...

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May 7, 2007

By Tom Bradley

Bubbles, Animal Spirits and Other Depressing Stuff

One of my favourite investment writers is Jeremy Grantham, who is one of the founders and still a driving force behind GMO, a very successful investment manager. In addition to regularly reading his quarterly piece, I’ve met Jeremy and seen ...

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May 4, 2007

By Tom Bradley

As Wealth Blooms Around You, Don't Forget About the Concept of Risk

The Globe and Mail, Report on Business Published May 4, 2007 Feeling richer?  But are you better off? When Lori and I left Toronto to move west in 1991, we kept our summer cottage in the Haliburton.  Back then, we ...

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May 3, 2007

By Tom Bradley

An Appeal to the Provinces: Come Talk to Us About Securities Regulation

This week Premier Ed Stelmach said that Alberta is not interested in moving towards a national securities regulator. His government supports the current regime and the improvements that are being made to coordinate efforts amongst Canada’s 13 regulators (Yes, 13). At ...

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