Blog

Cutting Through the Noise


June 6, 2007

By Tom Bradley

What 'Unconstrained' Means

Steadyhand has a very definite investment philosophy. We believe our funds should be (1) absolute-return oriented; (2) concentrated on the managers’ best ideas; (3) unconstrained; and (4) have low turnover (i.e. tax efficient). The least understood of these four tenets ...

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June 4, 2007

By Tom Bradley

How Will History Treat Carly?

Hewlett Packard’s quarterly earnings came out recently and the firm continues to do well. Profits are rising based on cost reductions and modest revenue growth. Mark Hurd, the President and CEO, is receiving all the credit for HP’s turnaround and ...

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May 30, 2007

By Tom Bradley

A Personal Note – No Pinot Noir For Me Thanks

There is a personal situation that I want to apprise our clients of, as well as investors that are following the progress of Steadyhand. I’ve had a long-standing liver condition called primary schlorosing colengitis (PSC). It goes back to my ...

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May 30, 2007

By Tom Bradley

Bad Liver; Good Money Managers

Because of my liver condition , we’ve had to assess how Steadyhand’s business plan will change. The reality of the situation is that (1) I can’t travel outside the province until I get the transplant and (2) after my beeper ...

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May 27, 2007

By Tom Bradley

If You Want to Make Money, Take a Closer Look at Profits

The Globe and Mail, Report on Business Published May 26, 2007 I started out writing this column about the most overused maxims in the investment business today.  I had lots of examples to discuss.  “ The massive amounts of capital ...

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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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