Blog

Cutting Through the Noise


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 ...

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August 16, 2006

By Tom Bradley

In Search of a Better Balance

Originally published: July, 2003 ( Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In 2003, there was a lot of press on the conflicts of interest that are inherent in the investment industry. At that time, ...

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August 16, 2006

By Tom Bradley

A View From the Bottom

Originally published: April, 2003 ( Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: The stock market had been going down for three years. Three year returns for the Canadian and U.S. markets (Cdn $) were -11% ...

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August 16, 2006

By Tom Bradley

What Appears Obvious is Probably Untrue

Originally published: July, 2002 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In the summer of 2002, we were well into a bear market for equities. This article is build around the fact that when everyone ...

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August 11, 2006

By Tom Bradley

Will the Next 5 Years Look Like the Last 5?

With all the performance data from the June 30th quarter-end piled up on my desk and getting staler by the minute, I thought I'd better get at it. I was going through the SEI Pooled Fund survey (which reviews the ...

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August 4, 2006

By Tom Bradley

How Does It Feel To Be An Underdog?

In today's National Post, Jonathan Chevreau writes about Steadyhand Investment Funds in a story entitled: ' A tough way to start a fund '.  This article certainly reminds Neil and me of the challenges we face in selling directly to ...

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August 3, 2006

By Tom Bradley

Will I Ever Feel the Same About Westjet Again?

It's been a couple of weeks since Westjet settled with Air Canada for $15 million. As you may remember, Air Canada was suing Westjet for commercial espionage. Westjet was caught illegally stealing data on flight loads from Air Canada's data ...

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August 3, 2006

By Tom Bradley

Principal-protected Notes Give Investors Worst of Both Worlds

The Globe and Mail, Report on Business, Guest Column Published August 1st, 2006 As I contemplate starting a new investment company, I've had to assess what form it will take. Specifically, I've been trying to decide whether the good ol' ...

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August 1, 2006

By Tom Bradley

Looking for a CFO

I mentioned in my last posting that Neil Jensen and I (along with a few other like-minded people) are starting a new mutual fund company, Steadyhand Investment Funds Inc . We are at the stage now where one of those ...

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July 31, 2006

By Tom Bradley

Who'd Be Crazy Enough to Start a New Mutual Fund?

Us - that's who! I am partnering with Neil Jensen and a few other like-minded people to start Steadyhand Investment Funds . We're hoping to open the doors in the first quarter of 2007, although the date will be highly ...

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July 27, 2006

By Tom Bradley

The Wise CEO Rides the Cycle

The Globe and Mail, Report on Business, Guest Column July 21 2006 There are big decisions being made in the resource sector these days, as there are in the housing market, and at their core, the decisions are very similar. ...

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July 27, 2006

By Tom Bradley

Are We Near Top of Market Cycle? Ask a Porsche Dealer.

The Globe and Mail, Report on Business, Guest Column July 12 2006 In April, 2003, when everyone was felling pretty beaten up after three years of falling stock markets, I wrote an article in the Phillips, Hager & North Quarterly ...

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