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...
View ArticleHanging 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...
View ArticleWhat 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...
View ArticleFund 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...
View ArticleLiquid 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...
View ArticleThe 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),...
View ArticleSmall-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...
View ArticleEquity 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...
View ArticleA 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...
View ArticleNalco
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...
View ArticleEdinburgh 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...
View ArticleSmall-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...
View ArticleQuestions 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...
View ArticleSugar-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...
View ArticleCatching 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...
View ArticleMassively 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...
View ArticleVideo: 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...
View ArticleVideo: 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...
View ArticleVideo: 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...
View ArticleVideo: 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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