Blog: Cutting Through the Noise

Postings

In Search of a Better Balance

Excerpt from Tom Bradley's blog on August 16, 2006

Originally published: July, 2003 ( Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In 2003, there was a lot of press on the conflicts of interest that are inherent in the investment industry. At that time, ...

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A View From the Bottom

Excerpt from Tom Bradley's blog on August 16, 2006

Originally published: April, 2003 ( Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: The stock market had been going down for three years. Three year returns for the Canadian and U.S. markets (Cdn $) were -11% ...

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What Appears Obvious is Probably Untrue

Excerpt from Tom Bradley's blog on August 16, 2006

Originally published: July, 2002 (Phillips, Hager & North Investment Funds Quarterly Report) Context of the article: In the summer of 2002, we were well into a bear market for equities. This article is build around the fact that when everyone ...

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Will the Next 5 Years Look Like the Last 5?

Excerpt from Tom Bradley's blog on August 11, 2006

With all the performance data from the June 30th quarter-end piled up on my desk and getting staler by the minute, I thought I'd better get at it. I was going through the SEI Pooled Fund survey (which reviews the ...

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How Does It Feel To Be An Underdog?

Excerpt from Tom Bradley's blog on August 4, 2006

In today's National Post, Jonathan Chevreau writes about Steadyhand Investment Funds in a story entitled: ' A tough way to start a fund '.  This article certainly reminds Neil and me of the challenges we face in selling directly to ...

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Will I Ever Feel the Same About Westjet Again?

Excerpt from Tom Bradley's blog on August 3, 2006

It's been a couple of weeks since Westjet settled with Air Canada for $15 million. As you may remember, Air Canada was suing Westjet for commercial espionage. Westjet was caught illegally stealing data on flight loads from Air Canada's data ...

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Principal-protected Notes Give Investors Worst of Both Worlds

Excerpt from Tom Bradley's blog on August 3, 2006

The Globe and Mail, Report on Business, Guest Column Published August 1st, 2006 As I contemplate starting a new investment company, I've had to assess what form it will take. Specifically, I've been trying to decide whether the good ol' ...

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Looking for a CFO

Excerpt from Tom Bradley's blog on August 1, 2006

I mentioned in my last posting that Neil Jensen and I (along with a few other like-minded people) are starting a new mutual fund company, Steadyhand Investment Funds Inc . We are at the stage now where one of those ...

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Who'd Be Crazy Enough to Start a New Mutual Fund?

Excerpt from Tom Bradley's blog on July 31, 2006

Us - that's who! I am partnering with Neil Jensen and a few other like-minded people to start Steadyhand Investment Funds . We're hoping to open the doors in the first quarter of 2007, although the date will be highly ...

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The Wise CEO Rides the Cycle

Excerpt from Tom Bradley's blog on July 27, 2006

The Globe and Mail, Report on Business, Guest Column July 21 2006 There are big decisions being made in the resource sector these days, as there are in the housing market, and at their core, the decisions are very similar. ...

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Are We Near Top of Market Cycle? Ask a Porsche Dealer.

Excerpt from Tom Bradley's blog on July 27, 2006

The Globe and Mail, Report on Business, Guest Column July 12 2006 In April, 2003, when everyone was felling pretty beaten up after three years of falling stock markets, I wrote an article in the Phillips, Hager & North Quarterly ...

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The Mutual Fund - What a Concept!

Excerpt from Tom Bradley's blog on July 12, 2006

As I contemplate starting a new investment company, I've had to assess what form it will take. Specifically, I've been trying to decide whether the good ole mutual fund is still a valid investment vehicle, or is it going the ...

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