Blog

Cutting Through the Noise


January 10, 2017

By Scott Ronalds

Bradley's Brief - Q4 2016

A brief look at the letter from the Prez.

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January 6, 2017

By Tom Bradley

Founders Fund 2016 Review

A thorough performance review of the Founders Fund, which touches on everything we do.

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December 28, 2016

By Tom Bradley

Another world

Tales of a baby boomer investment guy at a digital marketing conference.

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December 21, 2016

By Tom Bradley

50 million more reasons for CRM2 - Episode 4

With BMO being the latest bank guilty of double-charging their clients, the new client reporting regime ("CRM2") can't come soon enough.

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December 19, 2016

By Tom Bradley

Investors, make this temperamental market your friend

Don’t read too much into the market’s mood swings. Instead, take advantage of these times.

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December 15, 2016

By Tom Bradley

Holy shit ... 9.4%

Successful investing isn’t just about hot managers and low fees. There are a whole host of factors that go into it, the most important being asset mix and investor behavior.

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December 13, 2016

By Tom Bradley

OMG ... the markets are hitting new highs!

With stock markets being so strong, we're hearing it a lot lately. "The Dow Jones hit a new high today." Or, "The winning streak continues." And closer to home, "The TSX surged into record territory today."

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December 9, 2016

By Tom Bradley

You've been sold – Part 27

Unlike branch banking, investment management is an anti-scale business.

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December 8, 2016

By Tom Bradley

Getting comfortable with being uncomfortable

Words of wisdom on dealing with uncomfortable moments in the markets.

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December 5, 2016

By Tom Bradley

Don't sweat the return outlook

Investors hate risk, but at times the biggest risk is not investing at all.

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November 29, 2016

By Scott Ronalds

The agonizing reality of moving an account

A rant about Canada's slow moving banks.

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November 28, 2016

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 24, 2016

By Tom Bradley

It's all about Trump ... or is it?

Stocks have been surprisingly strong since Trump's acceptance speech. Investors shouldn't read too much into any one factor, however, that may appear to be driving markets.

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November 21, 2016

By Scott Ronalds

Why you always want some exposure to parts unknown in your portfolio

A reminder why we always want to have exposure to emerging markets in our portfolios.

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November 17, 2016

By Tom Bradley

How big is your behaviour gap?

The biggest swing factor in investors' returns isn't fees or even asset mix ... it's behaviour.

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November 14, 2016

By Tom Bradley

73 million reasons for CRM2

The big banks have been behaving badly, double charging certain investors. Hopefully, new reporting regulations will shake out this kind of behaviour.

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November 9, 2016

By Tom Bradley

The Trump era begins

With Donald Trump heading to the White House, we have a lot to absorb and it’s too early to determine how and when we will make adjustments in the funds.

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November 8, 2016

By Neil Jensen

Job Opportunity: Administration Support (Temporary)

It's that time of year again. We are seeking candidates for a temporary, full-time administrative support assistant in Vancouver.

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November 7, 2016

By Tom Bradley

Meet Evan

Meet our newest Investor Specialist, Evan Parubets.

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November 3, 2016

By Tom Bradley

Two words that can crimp returns: Undue influence

Exploring the factors that tend to have an undue influence on what investors hold, and how investors can counter their negative effects.

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October 31, 2016

By Tom Bradley

Trump: What if he wins?

Elections normally don’t figure into our investment decision-making process. We’ve got one right now, however, that is the exception to the rule.

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October 28, 2016

By Scott Ronalds

What to do if you're not an Ontario teacher

Ontario teachers have a great pension plan. Most Canadians, however, don't. So here are a few tips to building a nest egg that even teachers in the 416 would be envious of.

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October 26, 2016

By Tom Bradley

"The worst TV show ever"

Business TV is all about entertainment and action. Which means a show preaching patience and discipline wouldn't exactly make for scintillating theatre.

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October 24, 2016

By Salman Ahmed

Goodbye Brangelina, Hello Potrium

A look at two large corporate mergers and the insights they offer.

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October 22, 2016

By Scott Ronalds

Sentiment is a funny thing

Sentiment, or the mood of the market, is part of what makes investing an art, not a science.

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