Blog: Cutting Through the Noise

Job Opportunity: Office Manager

Excerpt from Neil Jensen's blog on May 10, 2012

We are currently seeking candidates for a permanent, part-time or full-time Office Manager. As part of this diverse role, the team member will be involved in many facets of our business, including maintaining the office, managing vendors, coordinating client...

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Five Years of Undexing

Excerpt from Scott Ronalds's blog on May 7, 2012

Our Small-Cap Fund is at the top of its game. Over the past year (ending April 30th) it has gained 13.6% while the market, as measured by the BMO Small Cap Index, has fallen -13.8%. It’s been zigging as the market’s been zagging. Over the past five years the fund has gained 6.2% per year, while the small-cap index and the S&P/TSX Composite Index are up 1.3% and 1.1%, respectively. What's more, the fund's annual returns since...

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Industry Changes - The Next 5 Years

Excerpt from Tom Bradley's blog on April 30, 2012

The wealth management industry has changed a lot since we started Steadyhand five years ago. The banks have strengthened their hold on asset management, low-cost ETFs and high-cost structured products have become more prominent (and numerous) and lower-volatility income products are now the big seller. Some of the changes have been good for client returns, while others were more attuned to company profits...

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5 Means 7

Excerpt from Scott Ronalds's blog on April 23, 2012

At the end of this month we’ll be rewarding our earliest clients with an additional fee rebate, as our first ‘tenure discounts’ come into play. Clients who hold our funds for 5 years receive an additional 7% reduction on their total fees. This discount is in addition to any rebates they receive based on the size of their accounts with Steadyhand. The tenure discount will apply every year until investors hit their 10th anniversary...

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Fun with Google Analytics

Excerpt from Scott Ronalds's blog on April 19, 2012

A theme in our blog postings this month is to bring readers inside the tent. Many clients express an interest in how we run our business, so we’re bringing it to life. In the second article of our five-part series (Five Sources of Tension), we noted that our website is one of our greatest sources of constant tension, as we aim to keep it fresh and...

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Five Sources of Tension

Excerpt from Scott Ronalds's blog on April 16, 2012

We go through our fair share of Advil at Steadyhand. Like any business, we’re faced with strategic decisions that involve internal discussions in which not everyone sees eye to eye. While some choices are easy – the boardroom m&m’s are for clients only – others face more rigorous debate. Below are five issues that have been constant sources of tension within the walls of 1747 West 3rd Avenue...

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Bradley's Brief - Q1 2012

Excerpt from Scott Ronalds's blog on April 12, 2012

From our Quarterly Report: We’re celebrating our fifth birthday this week, so this letter is going to be more about us than usual. Indeed, during the rest of this month, our plans are to share five stories, post a few ‘five’ lists and drink too much 5-year old wine...

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My Toughest Five Months

Excerpt from Tom Bradley's blog on April 10, 2012

“If the bear leans on you, hold your ground.” Are these words of advice from an investment guru like Buffett, Watsa or Hager? No, they’re instructions from the trainer of Koda, my big furry friend who appeared with me in the video on our original home page. As it turned out, the trainer’s words would quickly become as relevant...

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Five

Excerpt from Scott Ronalds's blog on April 9, 2012

Steadyhand opened its doors to investors five years ago tomorrow. Since that bright spring day in April 2007, we’ve witnessed a lot – the biggest stock market decline since the Great Depression, a collapse in the U.S. housing market, derivatives gone wild, a global debt crisis, a strong market rebound, record low interest rates, investor paralysis, political revolution ... and more. It’s been an eventful period. And...

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Tie Breaker

Excerpt from Tom Bradley's blog on March 21, 2012

In his column in today’s Financial Post ('Doing all of the Right Things'), Jonathan Chevreau reviews Steadyhand. The article is a book end of sorts, because Jonathan was the first one to write about us in the summer of 2006, just as our business model...

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Job Opportunity: Mutual Funds Operations

Excerpt from Neil Jensen's blog on March 12, 2012

We are currently seeking candidates for a permanent, full-time operations position. As part of the role, the team member will process account applications and trade documents, manage the account transfer process, reconcile daily valuations, and take...

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Introducing the Founders Fund

Excerpt from Tom Bradley's blog on February 21, 2012

Yes, we’re introducing a new addition to our lineup - the Founders Fund. The fund is a balanced mix of our income and equity funds (it is a fund of funds) that best reflects my views on market fundamentals, valuation and ultimately asset mix. The fund’s...

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