Blog

Cutting Through the Noise


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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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 ...

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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 ...

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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 ...

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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 ...

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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 ...

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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". ...

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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 ...

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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 ...

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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 ...

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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 ...

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