Uh-Oh Canada
By Scott Ronalds Connor, Clark & Lunn, the manager of our Savings Fund and Income Fund, produces an outlook every month on the economy and capital markets. Their recent commentary on Canada is...
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Don't Read Too Much Into an Address
By Scott Ronalds The Asia Pacific is the fastest growing economic region in the world. Not surprisingly, many multinational companies are increasingly focusing on selling their goods and services in...
View Article25 in Action
By Scott Ronalds Quick background: CGOV Asset Management is the manager of our Equity Fund. The firm has a distinct investment process, one facet of which is that they won’t own more than 25 stocks. We...
View ArticleVideo: Global Equity Fund Update
By Scott Ronalds We met with Edinburgh Partners Limited’s Craig Armour recently for a thorough review of our Global Equity Fund. Craig is an investment partner at EPL and manages the fund. EPL’s...
View ArticleVideo: Equity Fund Update
By Scott Ronalds We caught up with Gord O'Reilly earlier this month for an update on the Equity Fund. Gord is a founding partner of CGOV (he's the "O"), the firm that manages the fund. The portfolio...
View ArticleIncome Fund: A Focus on Dividend Growth
By Scott Ronalds Roughly one-third of our Income Fund is currently invested in stocks. Equities add both diversification and yield to the portfolio, which can be particularly beneficial in today’s low...
View ArticleGlobal Equity Fund - Why Japan?
By Tom Bradley One of the more ‘non-consensus’ strategies we’ve pursued over the last few years has been the Global Equity Fund’s commitment to Japan. Although there have been periods when Japan has...
View ArticleVideo: Equity Fund Update
By Scott Ronalds We sat down with Gord O’Reilly and a high definition camera earlier this month for an update on the Equity Fund. Gord is a founding partner at CGOV Asset Management, the firm that...
View ArticleVideo: Global Equity Fund Update
By Scott Ronalds U.S. stocks have been the sweethearts of the global equity markets over the past five years. Yet, they’ve gotten increasingly expensive in the eyes of our global equity manager,...
View ArticleVideo: Small-Cap Equity Fund Update
By Scott Ronalds Our Small-Cap Fund currently holds 15 stocks and is sitting on a fair amount of cash. Wil Wutherich, the manager of the fund, gives a rundown of its positioning in a recent discussion...
View ArticleIrrational 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...
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