Blog

Cutting Through the Noise


November 4, 2021

By Salman Ahmed

Global Equity Fund: Portfolio Update

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.

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October 25, 2021

By Tom Bradley

The four most dangerous words in investing

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.

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October 21, 2021

By Tom Bradley

Manager change for the Global Equity Fund

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.

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October 12, 2021

By Tom Bradley

Lost perspective: Three things investors have taken too far

A long boom cycle combined with short memories has created some dangerous misconceptions. Tom Bradley highlights three.

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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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October 4, 2021

By Neil Jensen

Job Opportunity: Operations Specialist (Vancouver)

We're looking for an Operations Specialist to join our growing team in Vancouver.

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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 27, 2021

By Tom Bradley

Is it time to raise cash?

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.

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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 13, 2021

By Tom Bradley

The seven P's you need to follow when hiring an adviser or investment manager

Tom Bradley walks through the framework we use when selecting managers for our funds — what we call the Seven P's.

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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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August 30, 2021

By Tom Bradley

ESG is here to stay — here's what investors need to know

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.

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August 26, 2021

By Scott Ronalds

Meet Alex

We’re pleased to introduce the newest member of our team, Alexandre Crupi.

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August 16, 2021

By Tom Bradley

How investors can narrow the gap between their risk capacity and risk appetite

Your personal history has a lasting impact on your outlook and ability to take risks. Tom Bradley explains in his latest Financial Post article.

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August 5, 2021

By Tom Bradley

Which way to bet on inflation?

Inflation has been picking up and the question is being asked, is it transitory or more permanent?

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August 3, 2021

By Tom Bradley

Ecosystem for failure

How the 'gamification' of investing is creating an ecosystem for failure.

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July 29, 2021

By Scott Ronalds

That summer BBQ, good for the soul. And your portfolio

If you're hosting a BBQ this summer, your shopping bags will likely be full of Steadyhand companies. We take you on a trip to the store.

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July 19, 2021

By Tom Bradley

Cryptocurrencies, SPACs, lumber and more — the second quarter was filled with violent reversals

The theme for the second quarter was trend reversal. The issues most talked about at the beginning of April ended up going the other way, notably interest rates, 'reopening stocks', cryptocurrencies, and lumber.

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July 15, 2021

By Salman Ahmed

Canadian housing observations

Real estate bears are getting more airtime as prices have been rising. But they don’t put their money where their mouth is.

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July 12, 2021

By Scott Ronalds

Mid-year review video

A recap of the first half of the year and a few words on a topic that is coming up frequently in our conversations with clients — inflation.

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July 9, 2021

By Scott Ronalds

Bradley's Brief — Q2 2021

Tom Bradley's quarterly letter to clients.

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July 5, 2021

By Tom Bradley

Want to try do-it-yourself investing? These tips from the pros will improve your outcomes

A DIY trend often springs up after a long bull market, but this one may have staying power. If you’re doing your own thing, however, you shouldn’t totally dismiss professional management. Here are some habits and disciplines you can borrow from the pros that will improve your outcomes.

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June 21, 2021

By Tom Bradley

10 things we (still) know for sure about markets and investing

Tried and true investing principles that will never let you down.

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June 15, 2021

By Scott Ronalds

The perfect supply chain storm

Key supply chains have ruptured while demand for consumer goods has soared during the pandemic. Along with a massive logistics headache for many businesses, it's also led to an uptick in inflation. Yet, this isn't such a bad thing. We explain.

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June 10, 2021

By Scott Ronalds

Loonie on a tear

The loonie is hot. Here's what it means for your portfolio.

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