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Irrational Nervousness = Fertile Soil

The managers of our funds report to us formally once every quarter.  In the Income Fund report from Connor, Clark & Lunn, there was a chart that is a great indication of what the capital markets...

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Hanging with Christine...Again

Christine Montgomery and Cathy Alsop from Edinburgh Partners Limited (EPL) were in Vancouver this week to meet with our clients and other interested investors.  Christine manages our Global Equity...

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What is Baked Into The Cake?

Over the last month, my conversations (casual and business) have yielded an overwhelming consensus about the market.  The consensus is that we are headed for a meltdown in the financial sector, high...

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Fund Updates

Suffice to say, we’ve been watching our funds quite closely these days.  We want to make sure that our managers are doing what they do best and are sticking to their investment disciplines.  Following...

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Liquid and Lovin' it

By Tom Bradley As I was reading the year-end report from CGOV, the manager of our Equity Fund, I was blown away by the numbers.  We’ve talked in the past about the quality of companies in the fund, how...

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The Risk Today is Not Buying Cheap Equities

By Scott Ronalds We posted a blog in late 2007 (Edicts from Edinburgh) that highlighted a few excerpts from an interview that Dr. Sandy Nairn, the CEO and founder of Edinburgh Partners Limited (EPL),...

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Small-Cap Equity Fund Update

The Steadyhand Small-Cap Equity Fund has been one of the top funds in its category since it started in early 2007.  But in getting there, the fund has traced quite a different path compared to that of...

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Equity Fund Update

By Tom Bradley On my recent trip to Toronto, I spent some time at the CGOV office, meeting with Gord O’Reilly, the manager of the Equity Fund, as well as other partners of the firm. Out of all the...

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A Change at Edinburgh Partners

By Tom Bradley The manager of our Global Equity Fund, Edinburgh Partners Ltd. (EPL), has had a personnel change that is of interest to Steadyhand clients. Christine Montgomery has left EPL and joined...

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Nalco

By Scott Ronalds The Steadyhand Equity Fund consists of no more than 25 stocks. This is one of the manager’s (CGOV Asset Management) disciplines that we love. It ensures that we’re only getting their...

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Edinburgh Partners - Business as Usual

By Tom Bradley David and I met last week with Ian Cormack and Cathy Alsop from Edinburgh Partners (EPL) in Toronto. EPL manages the Steadyhand Global Equity Fund. The meeting reinforced the depth and...

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Small-Cap Fund Update

By Tom Bradley It’s always great to visit Montreal, but last Thursday was particularly timely for reasons beyond the sunny, warm weather. It is the home turf for Wil Wutherich, the manager of our...

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Questions about Europe?

By Scott Ronalds First it was swine flu. Now it’s fragile economies. Seems like pigs can’t catch a break these days. The southern European nations of Portugal, Italy, Greece and Spain (PIGS) are...

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Sugar-Free Economic Lunch

By Scott Ronalds I recently attended a luncheon hosted by Connor, Clark & Lunn, the manager of our Savings Fund and Income Fund. The session focused on the economy. Larry Lunn, the firm’s chairman...

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Catching up with Edinburgh Partners

By Tom Bradley Last week I met with Edinburgh Partners Ltd (EPL), the manager of our Global Equity Fund, on their home turf. Here are the highlights. The Firm EPL has been in existence for almost 7...

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Massively in the Middle

By Scott Ronalds In his latest interview with Independent Investor (a U.K. publication), Sandy Nairn, the CEO of Edinburgh Partners (the manager of our Global Equity Fund), provided his views on the...

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Video: Income Fund Update

By Scott Ronalds 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...

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Video: Equity Fund Update

By Scott Ronalds In this update, Tom discusses the Equity Fund with Ted Ecclestone, a partner at CGOV (the manager of the fund). The portfolio has an emphasis on high-quality stocks, which have...

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Video: Global Equity Fund Update

By Scott Ronalds "Japan has been bad for so long, it's largely ignored. Just to give you a flavour of that, we had the senior management of Sony in to see us and they told us we were their largest...

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Video: Small-Cap Equity Fund Update

By Scott Ronalds Small cap stocks were hit particularly hard during the credit crisis of 2008/09.  In this update, Tom talks with Wil Wutherich (the manager of the fund) about the current financial...

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