Cutting Through the Noise
December 22, 2021
All businesses are impacted by environmental, social and governance issues (ESG) in one way or another. However, the degree to which ESG issues influence a business can vary greatly. Microsoft and Axalta provide good examples.
Read MoreDecember 20, 2021
We’re at a point in the business cycle when the disc jockey is playing Shout by the Isley Brothers and investors can’t stop dancing. Tom Bradley explains in his latest Financial Post article.
Read MoreDecember 16, 2021
Canada's big banks make gobs of money. We feel obligated to report just how much.
Read MoreDecember 6, 2021
Change and disruption is happening at a breakneck pace. Which is why it’s important to differentiate between the trends that are just getting started and those that are fading, as well as the ones that are COVID19-induced flash in the pans.
Read MoreNovember 29, 2021
We’re lucky at Steadyhand to have an interesting client base, spanning designers, cardiologists, producers, police officers, beekeepers, chief executives, realtors, professional athletes, winemakers, teachers, musicians ... the list goes on. This is the story of a marine pilot.
Read MoreNovember 22, 2021
For all the hype and media attention around ETFs, the growth of the Canadian market has been underwhelming. What's more, the most important ETF trend over the past decade is one that has garnered few headlines. Tom Bradley explains in his Financial Post column.
Read MoreNovember 18, 2021
All you need to know about distributions, and the estimated year-end figures for our funds.
Read MoreNovember 16, 2021
General Electric, Toshiba, and Johnson & Johnson all announced last week that they're splitting up. There’s a business lesson there about sticking to your core competencies. A reminder, too, that bigger isn’t always better.
Read MoreNovember 10, 2021
We're looking for an Associate Investor Specialist to join our growing team in Vancouver.
Read MoreNovember 8, 2021
Investing is a marathon, not a sprint, which is why investors need to be mentally prepared to grind out the tough miles. Tom Bradley elaborates in his latest Financial Post article.
Read MoreNovember 4, 2021
Last month we announced a new manager for our Global Equity Fund, Aristotle Capital Management. With the portfolio transition now complete, we wanted to provide an update on how the fund is invested.
Read MoreOctober 25, 2021
They’re known as the four most dangerous words in investing: This time is different. They’re dangerous because it usually isn’t different. To be sure, one element of investing that is never different 'this time' is investor behaviour. Tom Bradley explains.
Read MoreOctober 21, 2021
Aristotle Capital Management has taken over sub-adviser responsibilities for our Global Equity Fund, replacing Velanne Asset Management. We walk through the reasons for the change, and why we're excited to be partnering with Aristotle.
Read MoreOctober 12, 2021
A long boom cycle combined with short memories has created some dangerous misconceptions. Tom Bradley highlights three.
Read MoreOctober 8, 2021
October 4, 2021
We're looking for an Operations Specialist to join our growing team in Vancouver.
Read MoreSeptember 29, 2021
The CPP is our nation's collective retirement plan. Yet, it's still a bit of a mystery to many Canadians. We lay out some facts, figures, and interesting holdings.
Read MoreSeptember 27, 2021
One question keeps coming up in discussions with investors: Is it time to raise cash? Our answer is a resounding 'it depends.' Tom Bradley elaborates in his latest Financial Post article.
Read MoreSeptember 20, 2021
We recently bought Brunswick Corporation, a leader in building boats and marine parts & services, in our Global Small-Cap Equity Fund. The industry has done well during the pandemic and is well-positioned to continue to thrive. Here's why.
Read MoreSeptember 13, 2021
Tom Bradley walks through the framework we use when selecting managers for our funds — what we call the Seven P's.
Read MoreSeptember 9, 2021
One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.
Read MoreAugust 30, 2021
Investing is all about trade-offs and ESG is no different. It might be here to stay, but there’s still more questions than answers, and a whole lot more to talk about. Tom Bradley elaborates in his Financial Post column.
Read MoreAugust 26, 2021
August 16, 2021
Your personal history has a lasting impact on your outlook and ability to take risks. Tom Bradley explains in his latest Financial Post article.
Read MoreAugust 5, 2021
Inflation has been picking up and the question is being asked, is it transitory or more permanent?
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