Library - Steadyhand Investment Funds

Steadyhand

October 3, 2024

Showing You the Money: Co-investment at Steadyhand

At Steadyhand, we believe in investing alongside our clients — what we like to call “eating our own cooking.” Here's what it means in real money.

October 31, 2022

Tom Bradley's Investment Industry Hall of Fame Induction Speech

Tom's speech from his induction into Canada's Investment Industry Hall of Fame, which took place on October 27, 2022.

Timeless

Corporate Brochure

An overview of what we do, how we do it, and why you may want to do it with us.

May 2017

10 Years Wiser

Reflecting back on the origins of Steadyhand and the challenges, opportunities, and lessons we've embraced over our first decade.

March 16, 2016

How are Steadyhanders doing?

A performance assessment of the hypothetical Steadyhand Balanced Income Portfolio, which has a 50% fixed income / 50% equity mix and is the model portfolio used by a large number of clients.

Feb 27, 2015

Steadyhand vs. ETFs

Undexing vs. Indexing: A comparison of the experience of a Steadyhand client to that of an ETF (exchange-traded funds) investor.

Feb 23, 2015

Where to From Here? (Presentation Summary)

A summary of our annual client presentation, in which we provide an overview of our funds' performance and strategies, and an assessment of the current investment climate.

February 2, 2015

How is Steadyhand Doing?

A thorough assessment of our funds' performance.

May 8, 2012

5th Anniversary Blog Series

A series of five articles that take you inside our company and industry and touch on some of the principles and happenings that have shaped our business.

May 22, 2008

The Steadyhand Diaries

A no-holds-barred look at the creation and raison d'etre of Steadyhand (published in Globe Investor magazine).

Investing

January 23, 2023

The hardest decision in investing

While getting out of stocks in times of turmoil can provide a sense of temporary relief, what follows is the hardest decision in investing — when to get back into the market. We’ve written a guide to help.

February 14, 2022

The Five Essentials

A closer look at the foundations of successful investing.

May 8, 2021

These important, but forgotten, issues might just become the next big market-movers

In an attempt to get ahead of the next big thing, Tom Bradley has put together a list of important issues that are not being talked about today, or at least, not talked about enough.

January 27, 2020

Sound Investment

In a bit of a risky move, we've collaborated on a song about investing. But so far, clients seem to love it. Were we snubbed at the Grammys? You be the judge.

December 16, 2019

Four reasons to be upbeat about markets you won't find in the headlines

Bad news needn't always get all the attention ... In his Financial Post column, Tom Bradley highlights four positive factors that aren't dominating the headlines.

August 24, 2019

Dividend stocks vs. bonds

Dividend stocks are being touted as a substitute for bonds, but the reality is much more complicated. Tom Bradley explains in his Financial Post column.

June 15, 2019

It's getting harder to be a long-term investor

In a world of constant information flow, it's getting harder to be a long-term investor. Tom Bradley offers some tips on how to keep your focus on what really counts.

October 20, 2018

When it comes to markets, it's hard to define what 'normal' is. But this isn't it.

In his Financial Post column, Tom suggests there are lots of reasons to believe that today’s investment landscape is anything but normal.

February 10, 2018

Everyone is scared and prices are down — and for long-term investors, it's a beautiful thing

In his Financial Post column, Tom walks through nine things you need to know about bearish markets to help ensure they work in your favour.

May 2016

Why you should learn to love sell-offs

For retirees, market downturns can be painful. Investors still building wealth, however, should be jumping up and down. Tom explains in his MoneySense column.

March 7, 2016

Investing a large sum: Phase it in, or all at once?

Investing a large sum of money can come with a lot of stress. Should you phase it in, or do it all at once? We look at the benefits and drawbacks of both options.

February 10, 2016

Why I've boosted my equity holdings to above average

Our chief investment officer explains why he's gone from a cautionary curmudgeon over the last year to Mr. Positive now.

January 18, 2016

The toughest decision in investing

In a Special to the Globe and Mail, Tom poses an important question to those contemplating getting out of the market.

September 23, 2015

Why I'm Buying Stocks Again

In his latest Globe and Mail article, Tom explains why he's more optimistic about stocks after a choppy summer.

May 13, 2015

Let's Not Toss Valuations Out the Window

With bonds and stocks looking expensive, it's not such a bad thing to have some cash set aside for a rainy day. Tom elaborates in his latest Globe and Mail article.

April 20, 2015

Loonie, Oil Decline All Part of the Great Rebalancing

In his Globe and Mail column, Tom looks at how the recent moves in exchange rates and energy prices have recast the shape of trade and capital flows.

January 19, 2015

Too Much Cash: There is Such a Thing

Holding too much cash in your portfolio is very risky. Tom explains why in an article for MoneySense Magazine.

January 15, 2015

No One Can Predict the Future - Not Even Financial Advisers

Trying to predict what the markets will do in the near-term is a mug's game. Tom expands in a Special to the Globe and Mail.

Timeless

The Steadyhand Dictionary

A collection of investing terms and colloquialisms. A high level grasp of these terms will help make you a better investor, not to mention a stirring conversationalist.

June 24, 2014

Staying Calm in the Calm

Things are calm and subdued in the capital markets - which makes us skeptical. Tom expands on his sources of anxiety in a Special to the Globe and Mail.

Jan 29, 2014

How is Your Portfolio Doing? A Framework for Assessing Investment Performance

A usable, common-sense framework for investors to assess their investment performance.

September 2012

For Advisor Use Only

Scott argues that 'For Advisor Use Only' materials need to go if the industry wants to improve its reputation (published in Canadian MoneySaver magazine).

March 2011

Patience in Investing - the Exception

Investing requires patience. A lot of it. But if you own a fund that has undergone a change in ownership, personnel, or approach, it’s not the time to be patient. Scott explains why in a Canadian MoneySaver article.

May 2010

Active vs. Passive - The Debate Rages On

It's important to look beyond the headlines of any performance-based study on active vs. passive management, as the numbers can be skewed. The bottom line is that both approached have merit (published in Canadian MoneySaver magazine).

November 2009

Performance Fees - They Win, You Lose

Should investors be wary of performance fees? Scott weighs in on the topic in Canadian MoneySaver magazine.

Sep 2, 2009

The Cyclical Blues

Tom identifies three key points about market cycles: they're inevitable, unpredictable, and can be extreme in both directions (published in BC Business magazine).

Aug 7, 2009

Concentrate Dammit!

In order to beat the index, you have to look different from it. In our view, this involves owning a concentrated portfolio of businesses that you know well and have a high degree of conviction in.

July 2009

What's the Right Number of Funds to Own?

There's no definitive answer as to the optimal number of mutual funds to own. That said, a portfolio of 4-6 funds should meet the needs of most investors (published in Canadian MoneySaver magazine).

Nov 10, 2008

Show me the Money: The Importance of Co-investment

A look at why one of the most important characteristics to look for in a fund manager is whether their money is invested alongside their clients’ money.

Jun 1, 2008

Silence is Golden

Tom explains why Vancouver is a great place to manage money (published in BC Business magazine).

May 2008

Active Management: What Are You Paying For?

Is your fund truly actively managed? Scott provides an overview of what to look for in an actively managed fund (published in Canadian MoneySaver magazine).

February 2008

Feeling Bloated

A look at asset bloat - the phenomenon whereby a fund's assets swell to a size that makes it difficult to manage (published in Canadian MoneySaver magazine).

The Funds

August 28, 2018

Interview with Anne Gudefin (Velanne Asset Management)

The new manager of our Global Equity Fund discusses her background, investing style and what she looks for in a company.

Aug 18, 2016

Q&A: Small-Cap Manager Change

A Q&A that addresses why we decided to change the manager of our Small-Cap Fund.

Dec 1, 2010

The First Cuckoo of Spring? Is Japan a Buy? (Global Fund)

Edinburgh Partners' Sandy Nairn (Steadyhand Global Equity Fund) looks at the Japanese market and argues there is cause for optimism about its prospects, despite many years of poor performance (published in Independent Investor magazine).

Winter 2009

The Risk Today is Not Buying Cheap Equities (Global Fund)

Edinburgh Partners' Sandy Nairn (Steadyhand Global Equity Fund) discusses the global investment environment and explains why his attitude towards the markets has undergone a radical change (published in Independent Investor magazine).

May 12, 2008

Steadyhand Small-Cap Equity Fund

Morningstar's David O'Leary reviews the Steadyhand Small-Cap Equity Fund, with a focus on the manager's strategy and investment approach.

May 1, 2008

Looking for Big Returns? Think Small (Small-Cap Fund)

A look at why the small-cap market (and the Steadyhand Small-Cap Equity Fund) can be a great place to generate outsized returns over the long run, for those who can handle the volatility.

Feb 4, 2008

Investing for Growth? Don't Forget Your Passport (Global Fund)

A look at why global equities are an important component to any growth-oriented portfolio.

Nov 14, 2007

100% Canadian? Take Off, Eh? (Equity Fund)

The Steadyhand Equity Fund takes a 'Canada-centric' approach to investing, whereby the focus is on Canada but the rest of the world is not out of focus. We explain why.

Nov 14, 2007

Bonds: They Can Do a Portfolio Good (Income Fund)

A review of the basics of bonds and why they can play an important role in your portfolio, as well as an overview of the positioning of the Steadyhand Income Fund.

Videos

November 25, 2024

CPP enhancements explained

Financial planner Jason Yee breaks down the recent changes to the CPP and their impact on your retirement planning.

November 12, 2024

Top client concerns: Talking shop with financial planner Brett Martinson

Financial planner Brett Martinson shares some of his clients' main financial concerns, from political and market uncertainties to inflation worries, and the advice he provides.

October 28, 2024

Choosing the right executor: Expert tips from Margaret O'Sullivan

Thinking about who should be the executor of your will? Estate lawyer Margaret O'Sullivan offers some helpful advice.

October 15, 2024

Do U.S. elections impact your investment returns?

With the American election fast approaching, we explore the historical patterns of stock market performance under Democratic and Republican presidents, and the relationship between elections and market volatility.

October 1, 2024

How long will my money last?

It’s a question we get often, ‘How long will my money last in retirement?’ We walk through a simple calculator on our website that can help you estimate the longevity of your portfolio.

September 16, 2024

Executors: Everything you need to know

Are you an executor of an estate, or in the process of choosing one for yours? Check out our video with estate lawyer Margaret O'Sullivan for a valuable overview of everything you need to know.

September 3, 2024

How to choose a good financial advisor

In Part II of our discussion with personal finance expert Preet Banerjee, we dig into the question of how to choose a good financial advisor.

August 19, 2024

Preet Banerjee's top 5 tips for building wealth

Personal finance expert and author Preet Banerjee joins us in this Coffee Break to share his advice on how to set yourself up for long-term financial success.

August 6, 2024

CPP Timing Tips

We speak with independent financial planner Jason Evans about some of the intricacies of the Canada Pension Plan, including the best time to start taking benefits.

July 22, 2024

2024 Mid-Year Review

The first six months of the year was a strong period for stocks. That said, returns continue to be driven by a narrow group of equities, the 'Magnificent 7'. We provide additional context on the current environment and offer advice for investors in our mid-year review video.

July 8, 2024

Saving for a home: Comparing the RRSP, TFSA, and FHSA

If you're saving for a first home, you might be wondering which account type makes the most sense. We take you through the various benefits and drawbacks of the RRSP, TFSA, and FHSA.

June 24, 2024

Wondering what your CPP and OAS payments will be, and when to take them? Check out these calculators

If you're nearing retirement or planning for this phase of your life, you're probably wondering how much you can expect annually from the CPP and OAS. Enter our two handy calculators.

Jun 10, 2024

Demystifying mortgage life insurance and property title insurance

Vancouver mortgage specialist Ray Macklem explains what you need to know about mortgage life insurance and property title insurance.

May 30, 2024

Where to From Here? — The Video

A recording of our recent client presentation in Toronto, where we share our thoughts on the current investment landscape, discuss a handful of portfolio holdings, and provide an update on our advice offering.

May 27, 2024

Inflation survival tips: Managing rising costs in Canada

We dive into the rising cost of living, and its impact on financial planning and expense management, with Christine White, a Certified Financial Planner with Money Coaches Canada.

May 13, 2024

Mortgages in Canada - Everything you need to know

We demystify the process of securing a mortgage in Canada with subject matter expert Ray Macklem.

April 29, 2024

Strategies for drawing income from your retirement portfolio

A key concern for investors in or nearing retirement is the question of how to best draw a reliable and steady income from your portfolio. We dive into the topic with financial planner Janet Gray.

April 11, 2024

10 tax tips to optimize your return

Tax expert Joe Collins shares his top 10 tips to get the most out of your return.

April 2, 2024

The ins and outs of cross-border financial planning

If you're a Canadian living in the U.S. or an American working in Canada, you're bound to run into some financial and tax planning complexities. Cross-border expert Andrea Thompson shares valuable insights into navigating these challenges.

March 18, 2024

Artificial intelligence stocks: An expert's perspective

In this video with Aylon Ben-Shlomo, managing director at Aristotle Capital (the manager of our Global Equity Fund), we drill into artificial intelligence and some of the investment opportunities in the space.

March 4, 2024

What does the Bank of Canada do?

The Bank of Canada does more than just monitor inflation and make interest rate decisions. Here's a rundown of all you need to know about our central bank.

February 20, 2024

What is an Advice-Only Planner? A conversation with Julia Chung

David Toyne and Julia Chung discuss the evolving landscape of financial planning and why you might consider working with an AOP.

February 5, 2024

3 key retirement tax credits you should know about

Owen Winkelmolen, an independent advice-only financial planner, shares some valuable insights on how to lower your tax bill in retirement.

January 22, 2024

Year-end review and investment outlook video

A recap of 2023 and a discussion on our investment outlook, return expectations, and the advice we're giving clients.

December 12, 2023

How to protect yourself, and your finances, from frauds and scams

Financial frauds and scams have become increasingly sophisticated, and the consequences of taking the bait can be severe. In our latest Steadyhand Café, two subject matter experts provide tips and insights on how to protect yourself from being a victim.

September 11, 2023

The Guaranteed Income Supplement (GIS)

The Guaranteed Income Supplement (GIS) can provide over $12,000 per year of tax-free retirement income. We walk through how the program works.

August 13, 2023

The Market Inefficiency No One is Looking At: Investor Behaviour

Steadyhand Chair Tom Bradley discusses the biggest inefficiency portfolio managers are missing at the 2023 Portfolio Management Association of Canada (PMAC) dinner for Awards of Excellence in Investment Journalism.

July 30, 2023

Financial tips for empty nesters

Are you a soon-to-be empty nester? Investor Specialist Jeff Stashuk shares some of the most talked about emotions and offers some financial tips to consider during this major life event.

July 16, 2023

Mid-Year Recap - 2023

Investors might be surprised to learn that their portfolios have likely grown during the first half of 2023 despite the negative news dominating headlines. We provide some highlights on how the Founders and Builders Fund have performed, our returns outlook and how we're positioned.

June 18, 2023

A look at inflation over the past 60 years

A visual of how consumer prices have reacted to major financial events over the past 60 years.

May 21, 2023

FHSA Explained: New Account Type for Canadian First-time Home Buyers

All you need to know about the First Home Savings Account (FHSA), a new account type for prospective first-time home buyers.

May 7, 2023

GICs vs. Bond Funds: Which One is the Right Investment for You?

We explore the benefits and drawbacks of GICs and bond funds to help you determine which might be a better fit for your investment goals and horizon.

April 13, 2023

Building your legacy: How to pass wealth to the next generation

Are you starting to think about how to best pass your wealth on to the next generation? Estate planning experts Lucy Main and Julia Chung share some great tips and considerations in this video.

April 13, 2023

The probate process explained

'Probate' is a cringe-worthy, yet often misunderstood term when it comes to estates. Subject experts Lucy Main and Julia Chung provide a helpful explainer of probate and what it involves.

April 13, 2023

Trusts 101: A guide to understanding and creating trusts

Estate planning experts Lucy Main and Julia Chung offer a primer on trusts, including what they are, the different types available to Canadians, and why they might be useful to you.

March 27, 2023

Why do bonds and interest rates move in opposite directions?

A quick two-minute explainer on why bonds and interest rates move in opposite directions.

March 15, 2023

What you should know before you hire or fire your financial advisor

The best questions to ask a financial advisor, using the FIRE criteria: Fees, Incentives, Returns, Experience.

February 13, 2023

The 3 main types of investments (Investing 101)

New to investing? Need a refresher on the basics? We break down the three fundamental types of investments — stocks, bonds, and cash.

January 26, 2023

10 ways to meet and keep your new year money goals

Associate Investor Specialist Lisa Guo shares some tips to help you stay on track with your financial goals.

January 19, 2023

Year-end Review and Investment Outlook Video

Our recap of 2022 and a discussion on interest rates, inflation, and when things will get better.

December 19, 2022

Are small-cap stocks a good investment now?

Salman Ahmed speaks with TimesSquare Capital's Magnus Larsson, manager of our Global Small-Cap Equity Fund, about his outlook for the asset class and positioning of our fund.

December 8, 2022

Investing in Europe amidst a war and energy crisis

Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about investing in Europe during a time of war, political uncertainty, and an energy crisis.

December 6, 2022

China, Asia, and Emerging Markets Investment Outlook

Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about investing in emerging markets and the associated opportunities and challenges.

November 24, 2022

The future of global tech stocks — is this an opportunity or is there more pain to come?

Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about the global technology sector.

October 19, 2022

Covering your assets: Estate planning tips and insights

In our latest Steadyhand Café, estate planning experts Lucy Main and Julia Chung provide tips and insights on wills, executors, powers of attorney, family dynamics, and tax planning.

July 20, 2022

Robo-advisors: Where are they now in 2022?

Many of the original robo-advisors have pivoted or sold their businesses. We walk you through what's happened to the companies that made the biggest splash in Canada and the U.S.

July 13, 2022

Mid-Year Review

Rising interest rates, decades-high inflation, persistent supply chain problems, the war in Ukraine, and talk of recession weighed heavily on stocks and bonds in the first half of 2022. We shed some light on these top-of-mind issues and what we've been doing in the Founders Fund in our Mid-Year review video.

June 29, 2022

The Volatility Meter: A great investment tool for volatile markets

Our Volatility Meter is a great tool for investors to get a sense of how stocks and bonds (and various combinations thereof) have performed in previous years. We walk you through it.

June 16, 2022

Elon Musk is Wrong

In one of his recent Twitter posts, Elon Musk claimed that “ESG is a scam”. Salman Ahmed explains why his post reflects a poor understanding of what ESG is.

March 14, 2022

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

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.

March 3, 2022

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

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.

February 15, 2022

Global Equity Fund: Shedding some light on the new portfolio

Salman Ahmed speaks with our manager, Aristotle Capital Management, about the positioning of the portfolio and some of the new holdings.

January 28, 2022

Life after work: Planning for and living in retirement

In the first of our two-part series on retirement, we speak with author and subject expert Don Ezra, who shares some tips and strategies for getting the most out of 'life two'.

January 17, 2022

Steadyhand Year in Review

In our year-end video, we provide a recap of 2021 and walk through our performance. We also shed some light on our diversification strategy and the current positioning of our funds.

January 27, 2021

Where to From Here?

Our 2021 annual client presentation consists of six sessions this year, covering an update on our firm, everything interest rates, investment opportunities in a post-vaccine world, and plenty more!

July 15, 2020

Mid-Year Review

To say it’s been an eventful year in the capital markets would be an understatement. To help you make sense of it all, we’ve produced a 20-minute mid-year review video in which we answer the question, “Why is the market going up when the economy looks so bad?”

February 19, 2020

Global Equity Fund Update

Tom Bradley and Velanne Asset Management's Anne Gudefin, the manager of our Global Equity Fund, provide an update on the portfolio. They discuss some of the factors that have held the fund back, how Anne assesses companies, a few of the fund's healthcare holdings, and Anne's thoughts on the oil sector.

February 19, 2020

Small-Cap Equity Fund Update

Tom Bradley and Galibier Capital Management's Joe Sirdevan, the manager of our Small-Cap Equity Fund, provide an update on the portfolio. Tom and Joe discuss what drove returns in 2019, why trading has been higher than normal, and dig deeper into some of the fund's holdings.

February 19, 2020

Global Small-Cap Equity Fund Update

Tom Bradley and TimesSquare Capital Management's Magnus Larsson, the manager of our Global Small-Cap Equity Fund, provide an update on the portfolio. Tom and Magnus discuss the fund's current positioning and dig into some of its technology and insurance holdings.

February 19, 2020

Equity Fund Update

Tom Bradley and Fiera Capital's Gord O'Reilly, the manager of our Equity Fund, provide an update on the portfolio. Topics of discussion include performance, current areas of opportunity, and an overview of some of the new holdings.

February 19, 2020

Income Fund Update

Tom Bradley and Connor, Clark & Lunn's (CC&L) David George, the manager of our Income Fund, provide an update on the portfolio. Topics of discussion include performance, CC&L's outlook for the economy and interest rates, and where David and his team are finding opportunities.

February 12, 2020

Where to From Here?

A recording of our 2020 Vancouver client presentation, which includes an update on Steadyhand, how our funds have performed and how they're currently positioned, and our views on the current investing environment.

February 28, 2019

Where to from here?

If you weren't able to attend our annual client presentation this year, you can watch it in the comfort of your own home! The video, which is a recording of the Vancouver event, includes an update on Steadyhand, how our funds have performed and how they're currently positioned, and our views on the current investing environment.

February 27, 2019

Global Small-Cap Equity Fund: A look inside the portfolio

Tom Bradley chats with the manager of our new Global Small-Cap Equity Fund, TimesSquare Capital Management's Magnus Larsson, about some of the fund's holdings and current areas of investment.

February 27, 2019

About TimesSquare Capital Management

Tom Bradley chats with Magnus Larsson of TimesSquare Capital Management — the manager of our new Global Small-Cap Equity Fund — about his European background as well as TimesSquare's investment process and approach to managing volatility.

November 8, 2018

Global Equity Fund: A look inside the new portfolio

With the camera rolling, Tom Bradley chats with the new manager of our Global Fund, Velanne Asset Management's Anne Gudefin, about some of the fund's new holdings and current areas of investment.

November 8, 2018

About Velanne Asset Management

Tom Bradley chats with Anne Gudefin of Velanne Asset Management (the new manager of our Global Fund) about her background, investment approach and the firm she founded.

July 13, 2018

Video: Mid-year review

"Our focus at this stage in the cycle is on preserving capital and waiting for bargains to reappear." We elaborate in our mid-year review.

January 18, 2018

Video: Where to from here?

Our annual client presentation, in which we review 2017, discuss the current investment climate and offer our advice for investors.

July 14, 2017

Mid-year review

A review of the first half of 2017 and and the forces that are impacting your portfolio.

January 19, 2017

Video: Where to from here?

Our annual client presentation, in which we review the year that was and provide our views on the current investment climate.

August 24, 2016

Small-Cap Fund: Shedding some light on the new portfolio

Tom Bradley sits down with the fund's new manager, Galibier Capital Management's Joe Sirdevan, to bring some colour to the new portfolio.

August 18, 2016

About Galibier Capital Management

In this video interview, Tom Bradley chats with the new manager of our Small-Cap Fund, Galibier Capital Management's Joe Sirdevan, about his background and the firm's investment approach.

July 14, 2016

Webinar: Mid-year review

A recording of our mid-year review webinar, which touches on Brexit, the Founders Fund and our outlook for bonds and stocks.

February 25, 2016

Where to From Here?

A review of 2015, an assessment of the Founders Fund and its current positioning, and our views on the key factors that will drive returns going forward.

January 22, 2015

Income Fund Update - January 2015

Brian Eby (Connor, Clark & Lunn) and Tom Bradley provide an update on the Income Fund, touching on the fund's performance, composition and strategies the manager is pursuing.

Sep 26, 2014

Small-Cap Equity Fund Update - September 2014

Wil Wutherich (Wutherich & Company) and Tom Bradley provide an update on the Small-Cap Equity Fund. Topics of discussion include the fund's composition, cash position, and energy investments.

Sep 24, 2014

Global Equity Fund Update - September 2014

Craig Armour (Edinburgh Partners) and Tom Bradley provide an update on the positioning of the Global Equity Fund. Areas that they drill into include the fund’s holdings in Japan, European healthcare companies and Asian banks.

Sep 22, 2014

Equity Fund Update - September 2014

Gord O'Reilly (CGOV) and Tom Bradley provide an update on the Equity Fund. Topics of discussion include performance, valuations, and some of the fund's specific holdings in the energy, industrial and consumer sectors.

May 22, 2013

Equity Fund Update - Spring 2013

Gord O'Reilly (the 'O' in CGOV) discusses the Equity Fund, touching on a number of topics including CGOV's emphasis on high-quality companies, foreign investments, dividends and valuations.

May 16, 2013

Global Equity Fund Udpate - Spring 2013

Edinburgh Partners’ Craig Armour and Tom provide an update on the Global Equity Fund. Topics of discussion include the fund's performance, strategy and current emphasis on cyclical stocks.

Jun 5, 2012

Small-Cap Equity Fund Update - Spring 2012

Wil Wutherich provides an update on the Small-Cap Fund. Specifically, he discusses the fund’s divergent performance, thinking on the resource sector, concerns about the current investment climate, and where he's seeing opportunity.

Apr 26, 2012

Introducing the Founders Fund

Tom describes what the Founders Fund is all about and who it may (and may not) be appropriate for.

Oct 21, 2010

Overheard in the Cafeteria

We sent David Toyne to the Money Show in Toronto to get a reading on what the competition is pushing and the sentiment among investors. With his iPhone in hand, he covertly captured an interesting conversation.

Feb 11, 2007

Don't Fear the Bear

A behind-the-scenes look at the filming of the video that was featured on the first version of our home page (2007-2009). Yes, it was real!