Cutting Through the Noise
October 26, 2010
In this update, Tom discusses the Equity Fund with Ted Ecclestone, a partner at CGOV (the manager of the fund). The fund has an emphasis on high-quality stocks, which have underperformed the broader market over the past several quarters...
Read MoreOctober 25, 2010
With the camera rolling, Tom recently sat down with Warren Stoddart, a Vice President and Managing Partner at Connor, Clark & Lunn, to provide an update on our Income Fund (which CC&L manages). Topics of discussion included: interest rates, inflation...
Read MoreJuly 15, 2010
The second quarter of 2010 was a challenging period for equity markets, as investors focused on the European debt problems and the sustainability of the global economic recovery. In this podcast, we review these issues and highlight some of the key messages from our Quarterly Report. You can subscribe to our podcasts via iTunes...
Read MoreMay 27, 2010
Tom met with Edinburgh Partners Limited (EPL) on their home turf last week for an annual update on their firm and global equity portfolio. It was also an opportune time to discuss some of the issues currently impacting Europe and get the CEO’s (Sandy Nairn) thoughts on the debt crisis that is overhanging Greece...
Read MoreApril 12, 2010
In this podcast, Tom and I highlight some of the key messages from our Quarterly Report. We also discuss our three-year performance (Steadyhand marked its third anniversary in the quarter) and provide an overview on the advice we are currently providing to clients. You can subscribe to our podcasts via iTunes...
Read MoreApril 6, 2010
Wil Wutherich, the manager of our Small-Cap Fund, was in town last week on a research trip. We snagged a morning of his time to review the fund and get some further insights on some of the stocks in the portfolio. Listen now, or subscribe to our podcasts via...
Read MoreMarch 29, 2010
Toward the end of every quarter, we get on the phone with each of our fund managers and review their portfolios (our funds). This is a formal process that we go through with CC&L (the manager of our Savings Fund and Income Fund), CGOV (Equity Fund), Edinburgh Partners (Global Equity Fund) and Wutherich & Company (Small...
Read MoreFebruary 3, 2010
Don Cranston, one of the founding partners of CGOV Asset Management (the manager of our Equity Fund) was in town last week enjoying some of our rain. We put Don in front of the microphone and asked him a few of the questions that are at the top of investors’ minds these days: How and why does CGOV incorporate foreign holdings into the fund? What were some of the...
Read MoreJanuary 28, 2010
If you’re an income investor, T-Bills and GICs aren’t helping you much these days. And the prospects for government bonds are nothing to get excited about. In order to achieve a more desirable return, you may find yourself reaching for yield, or moving up the...
Read MoreOctober 20, 2009
Tom recently sat down with Larry Lunn, the Chairman and founder of Connor, Clark & Lunn (CC&L), to talk shop. At the front end of the podcast, Larry discusses where we are in the economic recovery and his view on [the hot topic of] inflation. He then addresses...
Read MoreOctober 9, 2009
In this podcast, Tom and I review the third quarter of 2009. It was another strong period for equities. U.S. stocks posted their best quarter in a decade, while the TSX and many overseas markets posted double-digit returns. A rising loonie negatively impacted...
Read MoreAugust 24, 2009
In this podcast, Tom expands on his latest Globe and Mail column, which focuses on the traits that he looks for in a money manager. More specifically, he highlights two things that he watches for and studies very intently: 1) the temperament of the...
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