Library

Browse our inventory of articles, videos, publications and other Steadyhand best-sellers. For our less formal views, opinions and diatribes on all things investing, visit our Blog.


Feature Article

May 2017

10 Years Wiser

Reflecting back on the origins of Steadyhand and the challenges, opportunities, and lessons we've embraced over our first decade.

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Articles by Category

Steadyhand

May 2017

10 Years Wiser

Reflecting back on the origins of Steadyhand and the challenges, opportunities, and lessons we've embraced over our first decade.

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Sep 14, 2016

Showing you the money: Co-investment at Steadyhand

Investing alongside our clients, or eating our own cooking, is a key principle of ours. Here's what it means in real money.

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March 16, 2016

How are Steadyhanders doing?

A performance assessment of the hypothetical Steadyhand Balanced Income Portfolio, which has a 50% fixed income / 50% equity mix and is the model portfolio used by a large number of clients.

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Feb 27, 2015

Steadyhand vs. ETFs

Undexing vs. Indexing: A comparison of the experience of a Steadyhand client to that of an ETF (exchange-traded funds) investor.

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Feb 23, 2015

Where to From Here? (Presentation Summary)

A summary of our annual client presentation, in which we provide an overview of our funds' performance and strategies, and an assessment of the current investment climate.

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February 2, 2015

How is Steadyhand Doing?

A thorough assessment of our funds' performance.

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Timeless

Corporate Brochure

An overview of what we do, how we do it, and why you may want to do it with us.

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May 8, 2012

5th Anniversary Blog Series

A series of five articles that take you inside our company and industry and touch on some of the principles and happenings that have shaped our business.

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May 22, 2008

The Steadyhand Diaries

A no-holds-barred look at the creation and raison d'etre of Steadyhand (published in Globe Investor magazine).

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Investing

February 6, 2017

Five essential elements to being a better investor

A look at the five elements of investing that lead to better returns in the long run.

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May 2016

Why you should learn to love sell-offs

For retirees, market downturns can be painful. Investors still building wealth, however, should be jumping up and down. Tom explains in his MoneySense column.

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March 7, 2016

Investing a large sum: Phase it in, or all at once?

Investing a large sum of money can come with a lot of stress. Should you phase it in, or do it all at once? We look at the benefits and drawbacks of both options.

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February 10, 2016

Why I've boosted my equity holdings to above average

Our chief investment officer explains why he's gone from a cautionary curmudgeon over the last year to Mr. Positive now.

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January 18, 2016

The toughest decision in investing

In a Special to the Globe and Mail, Tom poses an important question to those contemplating getting out of the market.

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September 23, 2015

Why I'm Buying Stocks Again

In his latest Globe and Mail article, Tom explains why he's more optimistic about stocks after a choppy summer.

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May 13, 2015

Let's Not Toss Valuations Out the Window

With bonds and stocks looking expensive, it's not such a bad thing to have some cash set aside for a rainy day. Tom elaborates in his latest Globe and Mail article.

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April 20, 2015

Loonie, Oil Decline All Part of the Great Rebalancing

In his Globe and Mail column, Tom looks at how the recent moves in exchange rates and energy prices have recast the shape of trade and capital flows.

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January 19, 2015

Too Much Cash: There is Such a Thing

Holding too much cash in your portfolio is very risky. Tom explains why in an article for MoneySense Magazine.

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January 15, 2015

No One Can Predict the Future - Not Even Financial Advisers

Trying to predict what the markets will do in the near-term is a mug's game. Tom expands in a Special to the Globe and Mail.

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Timeless

The Steadyhand Dictionary

A collection of investing terms and colloquialisms. A high level grasp of these terms will help make you a better investor, not to mention a stirring conversationalist.

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June 24, 2014

Staying Calm in the Calm

Things are calm and subdued in the capital markets - which makes us skeptical. Tom expands on his sources of anxiety in a Special to the Globe and Mail.

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Jan 29, 2014

How is Your Portfolio Doing? A Framework for Assessing Investment Performance

A usable, common-sense framework for investors to assess their investment performance.

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September 2012

For Advisor Use Only

Scott argues that 'For Advisor Use Only' materials need to go if the industry wants to improve its reputation (published in Canadian MoneySaver magazine).

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March 2011

Patience in Investing - the Exception

Investing requires patience. A lot of it. But if you own a fund that has undergone a change in ownership, personnel, or approach, it’s not the time to be patient. Scott explains why in a Canadian MoneySaver article.

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May 2010

Active vs. Passive - The Debate Rages On

It's important to look beyond the headlines of any performance-based study on active vs. passive management, as the numbers can be skewed. The bottom line is that both approached have merit (published in Canadian MoneySaver magazine).

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November 2009

Performance Fees - They Win, You Lose

Should investors be wary of performance fees? Scott weighs in on the topic in Canadian MoneySaver magazine.

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Sep 2, 2009

The Cyclical Blues

Tom identifies three key points about market cycles: they're inevitable, unpredictable, and can be extreme in both directions (published in BC Business magazine).

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Aug 7, 2009

Concentrate Dammit!

In order to beat the index, you have to look different from it. In our view, this involves owning a concentrated portfolio of businesses that you know well and have a high degree of conviction in.

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July 2009

What's the Right Number of Funds to Own?

There's no definitive answer as to the optimal number of mutual funds to own. That said, a portfolio of 4-6 funds should meet the needs of most investors (published in Canadian MoneySaver magazine).

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Nov 10, 2008

Show me the Money: The Importance of Co-investment

A look at why one of the most important characteristics to look for in a fund manager is whether their money is invested alongside their clients’ money.

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Jun 1, 2008

Silence is Golden

Tom explains why Vancouver is a great place to manage money (published in BC Business magazine).

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May 2008

Active Management: What Are You Paying For?

Is your fund truly actively managed? Scott provides an overview of what to look for in an actively managed fund (published in Canadian MoneySaver magazine).

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February 2008

Feeling Bloated

A look at asset bloat - the phenomenon whereby a fund's assets swell to a size that makes it difficult to manage (published in Canadian MoneySaver magazine).

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The Funds

Aug 18, 2016

Q&A: Small-Cap Manager Change

A Q&A that addresses why we decided to change the manager of our Small-Cap Fund.

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Dec 1, 2010

The First Cuckoo of Spring? Is Japan a Buy? (Global Fund)

Edinburgh Partners' Sandy Nairn (Steadyhand Global Equity Fund) looks at the Japanese market and argues there is cause for optimism about its prospects, despite many years of poor performance (published in Independent Investor magazine).

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Winter 2009

The Risk Today is Not Buying Cheap Equities (Global Fund)

Edinburgh Partners' Sandy Nairn (Steadyhand Global Equity Fund) discusses the global investment environment and explains why his attitude towards the markets has undergone a radical change (published in Independent Investor magazine).

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May 12, 2008

Steadyhand Small-Cap Equity Fund

Morningstar's David O'Leary reviews the Steadyhand Small-Cap Equity Fund, with a focus on the manager's strategy and investment approach.

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May 1, 2008

Looking for Big Returns? Think Small (Small-Cap Fund)

A look at why the small-cap market (and the Steadyhand Small-Cap Equity Fund) can be a great place to generate outsized returns over the long run, for those who can handle the volatility.

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Feb 4, 2008

Investing for Growth? Don't Forget Your Passport (Global Fund)

A look at why global equities are an important component to any growth-oriented portfolio.

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Nov 14, 2007

100% Canadian? Take Off, Eh? (Equity Fund)

The Steadyhand Equity Fund takes a 'Canada-centric' approach to investing, whereby the focus is on Canada but the rest of the world is not out of focus. We explain why.

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Nov 14, 2007

Bonds: They Can Do a Portfolio Good (Income Fund)

A review of the basics of bonds and why they can play an important role in your portfolio, as well as an overview of the positioning of the Steadyhand Income Fund.

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Videos

July 14, 2017

Mid-year review

A review of the first half of 2017 and and the forces that are impacting your portfolio.

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January 19, 2017

Video: Where to from here?

Our annual client presentation, in which we review the year that was and provide our views on the current investment climate.

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August 24, 2016

Small-Cap Fund: Shedding some light on the new portfolio

Tom Bradley sits down with the fund's new manager, Galibier Capital Management's Joe Sirdevan, to bring some colour to the new portfolio.

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August 18, 2016

About Galibier Capital Management

In this video interview, Tom Bradley chats with the new manager of our Small-Cap Fund, Galibier Capital Management's Joe Sirdevan, about his background and the firm's investment approach.

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July 14, 2016

Webinar: Mid-year review

A recording of our mid-year review webinar, which touches on Brexit, the Founders Fund and our outlook for bonds and stocks.

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February 25, 2016

Where to From Here?

A review of 2015, an assessment of the Founders Fund and its current positioning, and our views on the key factors that will drive returns going forward.

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January 22, 2015

Income Fund Update - January 2015

Brian Eby (Connor, Clark & Lunn) and Tom Bradley provide an update on the Income Fund, touching on the fund's performance, composition and strategies the manager is pursuing.

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Sep 26, 2014

Small-Cap Equity Fund Update - September 2014

Wil Wutherich (Wutherich & Company) and Tom Bradley provide an update on the Small-Cap Equity Fund. Topics of discussion include the fund's composition, cash position, and energy investments.

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Sep 24, 2014

Global Equity Fund Update - September 2014

Craig Armour (Edinburgh Partners) and Tom Bradley provide an update on the positioning of the Global Equity Fund. Areas that they drill into include the fund’s holdings in Japan, European healthcare companies and Asian banks.

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Sep 22, 2014

Equity Fund Update - September 2014

Gord O'Reilly (CGOV) and Tom Bradley provide an update on the Equity Fund. Topics of discussion include performance, valuations, and some of the fund's specific holdings in the energy, industrial and consumer sectors.

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May 22, 2013

Equity Fund Update - Spring 2013

Gord O'Reilly (the 'O' in CGOV) discusses the Equity Fund, touching on a number of topics including CGOV's emphasis on high-quality companies, foreign investments, dividends and valuations.

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May 16, 2013

Global Equity Fund Udpate - Spring 2013

Edinburgh Partners’ Craig Armour and Tom provide an update on the Global Equity Fund. Topics of discussion include the fund's performance, strategy and current emphasis on cyclical stocks.

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Jun 5, 2012

Small-Cap Equity Fund Update - Spring 2012

Wil Wutherich provides an update on the Small-Cap Fund. Specifically, he discusses the fund’s divergent performance, thinking on the resource sector, concerns about the current investment climate, and where he's seeing opportunity.

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Apr 26, 2012

Introducing the Founders Fund

Tom describes what the Founders Fund is all about and who it may (and may not) be appropriate for.

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May 23, 2012

Global Equity Fund Update - Spring 2012

Tom reviews the Global Fund with Edinburgh Partners' Craig Armour. Topics of discussion include Europe, the U.S., the emerging markets and Japan.

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Feb 15, 2012

Gord O'Reilly Discusses the Equity Fund

CGOV's Gord O'Reilly reviews his firm's definition of core vs. opportunistic holdings, its strategy with respect to dividends, and what surprised him most in 2011.

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Oct 21, 2010

Overheard in the Cafeteria

We sent David Toyne to the Money Show in Toronto to get a reading on what the competition is pushing and the sentiment among investors. With his iPhone in hand, he covertly captured an interesting conversation.

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Feb 11, 2007

Don't Fear the Bear

A behind-the-scenes look at the filming of the video that was featured on the first version of our home page (2007-2009). Yes, it was real!

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