Podcast
Steadyhand Podcasts
Hosted by Steadyhand Investment Funds Inc. · EN
Steadyhand Investment Funds podcast with Tom Bradley.
10episodes
Episodes
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Podcast: Tom & Wil Discuss the Small-Cap Fund
Nov 11, 2014Tap to summarizeIn this podcast, Tom chats with Wil Wutherich, the manager of the Small-Cap Fund, about the fund's performance in 2008, the current opportunities in the market, and some of the fund's larger holdings. Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.
Transcribe →Podcast: Warren Buffett's 2008 Annual Letter
Nov 11, 2014Tap to summarizeIn this podcast, we discuss Warren Buffett's recently published annual letter to the shareholders of Berkshire Hathaway. We posted a series of blogs last week on Buffett's recap of Berkshire's operations in 2008, and Tom's Globe and Mail column on the weekend highlighted some of the valuable perspectives and insights that make the letter unique. In this, our last posting on the topic (we promise), Tom explains what draws him to Buffett and why he commends his calmness, candidness and common sense approach toward investing. He also expands on Buffett's view that the investment world has gone from underpricing risk to overpricing it, among other observations. Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.
Transcribe →Podcast: Amid the Doom and Gloom, it's Time to Hatch a Strategy for Better Times
Nov 11, 2014Tap to summarizeIn this podcast, I expand on my latest Globe and Mail column, where I identify three reasons why investors should be looking beyond the doom and gloom: (1) stock and corporate bond valuations are very attractive, (2) investor sentiment is close to maximum bearishness, and (3) there’s a mound of cash building up on the sidelines. Investors need to put some perspective on the dire headlines. At some point, stocks and corporate bonds stop going down on negative news. They begin to look forward to better times ahead. It’s time to start preparing for the other side of the valley. Listen now (the file may take a minute or two to download).
Transcribe →Podcast: Fourth Quarter Review
Nov 11, 2014Tap to summarize2008 was an ugly year in the capital markets. In particular, heavy losses were experienced in the fourth quarter, as widespread de-leveraging and indiscriminate selling took place. Yet, every major market decline presents opportunities and investors should ensure their portfolios are well positioned for the 'other side of the valley'. In this podcast, we review the fourth quarter and provide our thoughts on the markets going forward. Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.
Transcribe →Podcast: Second Quarter Review
Nov 11, 2014Tap to summarizeIn this podcast, we review the second quarter of 2008 and touch on some highlights from our recently published Quarterly Report (available on the Forms & Documents page). Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.
Transcribe →Podcast: Third Quarter Review
Nov 11, 2014Tap to summarizeThe third quarter of 2008 was an extraordinarily volatile period in the equity markets. In this podcast, we review the quarter and touch on some highlights from our Quarterly Report, which we will be publishing next week. Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.
Transcribe →Podcast: Global Equity Fund Update
Nov 11, 2014Tap to summarizeEdinburgh Partners' Christine Montgomery was in town last week to present on the Global Equity Fund. Tom also had a chance to sit down with her to discuss the fund's performance and some of the investment strategies that our Scottish partners are pursuing. Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.
Transcribe →Podcast: First Quarter Review
Nov 11, 2014Tap to summarizeBy Scott Ronalds Stock markets pushed forward in the first quarter despite some strong headwinds, including revolutions in North Africa, the earthquake and tsunami in Japan, and lingering sovereign debt issues in Europe. It goes to prove that the linkage between headlines and market returns is anything but precise. In this podcast, we review the first quarter of 2011 and highlight some of the key messages from our Quarterly Report. Download, subscribe via iTunes or RSS, or listen now:
Transcribe →Podcast: Second Quarter Review
Nov 11, 2014Tap to summarizeBy Scott Ronalds Stock markets around the globe declined in the second quarter as investors focused on the ongoing debt saga in Europe. Bonds fared well as the yield on the Government of Canada benchmark 10-year bond dropped by roughly 0.4% and fell below 1.65% in early June to reach a new low (when yields fall, bond prices rise). Our funds held their ground for the most part and have provided strong downside protection during the heightened volatility of the past 18 months. As for asset mix (which is reflected in the Founders Fund), we modestly added to stocks (foreign in particular) and trimmed bonds in the quarter. Our managers feel there is good value in a number of stocks, particularly those that have growing exposure to the emerging markets. In this podcast we review the quarter in further detail and highlight some of the key takeaways from our Quarterly Report. Download, subscribe via iTunes or RSS, or listen now:
Transcribe →Podcast: Active vs. Passive Management
Nov 11, 2014Tap to summarizeBy Scott Ronalds Many studies on active vs. passive management draw the conclusion that the latter strategy (more commonly known as ‘indexing’) is superior because it generates higher returns. Notwithstanding the ‘sloppiness’ of some of these comparisons, it is true that many active managers underperform their benchmark. But it doesn’t have to be this way. Most active managers aren’t given a fighting chance. They are burdened by impediments such as high fees, tight constraints and a focus on short-term performance. When these issues are addressed, it’s a different ball game. In this podcast, Tom expands on the active vs. passive debate. In doing so, he sheds some light on his Globe and Mail article from last weekend, and points to a recent piece on the topic published by Morningstar. Listen now (the file may take a minute or two to download), or subscribe to our podcasts via iTunes or RSS.
Transcribe →