Cutting Through the Noise
April 16, 2024
Electric vehicles are the future, making the industry a compelling investment opportunity. Yet many of the manufacturers generate inconsistent profits and their stocks are highly volatile. Michelin represents another way to participate in the industry's growth. Here's why we own the stock.
Read MoreDecember 19, 2022
Salman Ahmed talks to our global small-cap manager about his outlook for the asset class and positioning of our fund.
Read MoreDecember 8, 2022
Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about investing in Europe during a time of war, political uncertainty, and an energy crisis.
Read MoreDecember 6, 2022
Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about investing in emerging markets and the associated opportunities and challenges.
Read MoreNovember 24, 2022
Salman Ahmed speaks with our Global Small-Cap Equity Fund manager about the global technology sector.
Read MoreMarch 16, 2022
It's been a volatile start to the year. We shed some light on the declines in the capital markets and recent activity in our funds.
Read MoreMarch 10, 2022
Business is booming in the field of industrial automation equipment. We highlight two companies that Steadyhand investors own, Keyence and Fanuc.
Read MoreMarch 3, 2022
Inflation is reaching multi-decade highs. Interest rates are on the rise. And central banks are reducing monetary stimulus. We speak with the manager of our Income Fund to shed some light on what it means for bond investors.
Read MoreMarch 2, 2022
The current geopolitical crisis has some Steadyhand investors asking whether we have any Russian investments in our funds. The answer is no. We elaborate.
Read MoreFebruary 15, 2022
Salman Ahmed speaks with the manager of our Global Equity Fund (Aristotle Capital Management) about the positioning of the portfolio and some of the new holdings.
Read MoreNovember 4, 2021
Last month we announced a new manager for our Global Equity Fund, Aristotle Capital Management. With the portfolio transition now complete, we wanted to provide an update on how the fund is invested.
Read MoreOctober 21, 2021
Aristotle Capital Management has taken over sub-adviser responsibilities for our Global Equity Fund, replacing Velanne Asset Management. We walk through the reasons for the change, and why we're excited to be partnering with Aristotle.
Read MoreSeptember 20, 2021
We recently bought Brunswick Corporation, a leader in building boats and marine parts & services, in our Global Small-Cap Equity Fund. The industry has done well during the pandemic and is well-positioned to continue to thrive. Here's why.
Read MoreJuly 29, 2021
If you're hosting a BBQ this summer, your shopping bags will likely be full of Steadyhand companies. We take you on a trip to the store.
Read MoreOctober 29, 2020
A synopsis of Cargojet, an air cargo services company that we own in our Small-Cap Equity Fund.
Read MoreAugust 25, 2020
A synopsis of Brookfield Renewable Partners, a global operator of renewable power assets that we own in both our Equity Fund and Income Fund.
Read MoreJune 25, 2020
A rundown of some of the changes we've made in our funds this quarter.
Read MoreMarch 13, 2020
We’re in the midst of the most dramatic fall in stock prices since 2008. Here's how our fund managers have been responding.
Read MoreFebruary 20, 2020
With the camera rolling, we recently sat down with our five managers for an update on the investment themes they’re pursuing and some of the compelling companies they’re finding.
Read MoreSeptember 12, 2019
It's been a year since we changed the manager of our Global Equity Fund. We walk through why performance has been disappointing thus far and why we have confidence in the new manager.
Read MoreJune 12, 2019
A review of some of the topics that our Equity Fund manager (Fiera's Gord O'Reilly) covered during a recent meeting.
Read MoreMay 13, 2019
A synopsis of Philips, a global healthcare company we own in our Equity Fund.
Read MoreFebruary 28, 2019
With the camera rolling, Tom recently sat down with the manager of our new Global Small-Cap Equity Fund to chat about his investment approach and some of the fund's current areas of investment.
Read MoreNovember 8, 2018
Learn more about our new-look Global Fund! With the camera rolling, Tom recently sat down with the new manager to chat about her investment approach and some of the current areas of investment.
Read MoreSeptember 13, 2018
The manager of our Equity Fund, CGOV, was acquired by Fiera Capital this spring. After allowing some time for due diligence and critical thinking, here's an update on where we stand on the change in CGOV's ownership.
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