Blog

Cutting Through the Noise


May 18, 2022

By Scott Ronalds

A great company doesn't always make a great investment

Many fabulous companies have seen a downright crash in their stock this year, reinforcing the notion that no company is a great investment without consideration of its price.

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April 28, 2022

By Scott Ronalds

Observations on the M&A front

Corporate mergers and acquisitions hit a record last year and the frenetic pace has continued this year, with Elon Musk's proposed takeover of Twitter the latest high-profile deal. We offer some observations on all the activity.

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April 8, 2022

By Scott Ronalds

Bradley's Brief — Q1 2022

Tom Bradley's quarterly letter to clients.

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March 29, 2022

By Scott Ronalds

Higher rates are here

Interest rates are on the rise and bond investors are feeling the impact firsthand. But bonds still serve a purpose in many portfolios and higher rates don’t mean you should head for the gates.

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March 21, 2022

By Scott Ronalds

Steadyhand tax documents: All you need to know

To assist with your tax filing, we review the tax documents you've received from us this year along with a brief explanation of their purpose.

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March 14, 2022

By Scott Ronalds

Life after work: Planning for and living in retirement — Part II (Video)

In the second webinar in our two-part series on retirement, we spoke with two leading financial planners about some of the common questions they face and some costly mistakes that can be avoided. Here's a recording of the event.

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March 10, 2022

By Scott Ronalds

Domo Arigato, Mr. Roboto

Business is booming in the field of industrial automation equipment. We highlight two companies that Steadyhand investors own, Keyence and Fanuc.

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March 3, 2022

By Scott Ronalds

Inflation and interest rates are on the rise. What it means for bond investors (Video)

Inflation is reaching multi-decade highs. Interest rates are on the rise. And central banks are reducing monetary stimulus. We speak with the manager of our Income Fund to shed some light on what it means for bond investors.

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March 2, 2022

By Scott Ronalds

Q: Do your funds hold any Russian companies?

The current geopolitical crisis has some Steadyhand investors asking whether we have any Russian investments in our funds. The answer is no. We elaborate.

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February 24, 2022

By Scott Ronalds

War and its impact on your portfolio

Russian President Putin's aggression towards Ukraine has escalated to armed conflict and investors are understandably nervous. Looking back at how stocks have reacted to previous conflicts may provide some ease.

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February 15, 2022

By Scott Ronalds

Global Equity Fund: Shedding some light on the new portfolio (Video)

Salman Ahmed speaks with the manager of our Global Equity Fund (Aristotle Capital Management) about the positioning of the portfolio and some of the new holdings.

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February 4, 2022

By Scott Ronalds

In a heated market, beware catchy storylines and twisted narratives

The story of Keith Richards and the coconut tree serves as a good reminder that we need to be cognizant of twisted narratives — especially in a heated market.

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January 28, 2022

By Scott Ronalds

Life after work: Planning for and living in retirement (Video)

We recently hosted a webinar with author/retirement expert Don Ezra. It was the first of our two-part series on 'life two', as Don likes to call it. Here's a recording of the event.

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January 26, 2022

By Scott Ronalds

It's acronym season: RRSP or TFSA?

It’s that time of year. Cold days, long nights, holiday garland that’s overstayed its welcome, and the perennial question — RRSP or TFSA?

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January 18, 2022

By Scott Ronalds

Steadyhand Year in Review (Video)

A recap of 2021, including an update on Steadyhand and an assessment of our performance.

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January 14, 2022

By Scott Ronalds

The benefits of diversification - 2021

A colourful look at the benefits of diversification.

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January 11, 2022

By Scott Ronalds

Bradley's Brief — Q4 2021

Tom Bradley's quarterly letter to clients.

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January 3, 2022

By Scott Ronalds

Important TFSA & RRSP Numbers for 2022

With the turn of the calendar, we thought it would be timely to update you on a few important numbers for 2022.

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November 29, 2021

By Scott Ronalds

Coffee with a marine pilot

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.

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November 18, 2021

By Scott Ronalds

Year-end distributions

All you need to know about distributions, and the estimated year-end figures for our funds.

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November 16, 2021

By Scott Ronalds

A busy week for restructuring proves that bigger isn’t always better

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.

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October 8, 2021

By Scott Ronalds

Bradley's Brief — Q3 2021

Tom Bradley's quarterly letter to clients.

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September 29, 2021

By Scott Ronalds

A look under the hood of the Canada Pension Plan

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.

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September 20, 2021

By Scott Ronalds

The water's calling: Investing in the marine industry

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.

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September 9, 2021

By Scott Ronalds

Co-investment update 2021

One of our key business tenets is co-investment, or investing alongside our clients. Here's what it means in real money.

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