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Podcast: Behind the Scenes - Quarterly Manager Calls
Steadyhand Podcasts
English - November 11, 2014 01:24 - 1.29 MBInvesting Business steadyhand mutual funds investing canada tom bradley Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Video: Equity Fund Update
Next Episode: Podcast: Global Equity Fund Update
By Scott Ronalds
Toward the end of every quarter, we get on the phone with each of our fund managers and review their portfolios (our funds). This is a formal process that we go through with CC&L (the manager of our Savings Fund and Income Fund), CGOV (Equity Fund), Edinburgh Partners (Global Equity Fund) and Wutherich & Company (Small-Cap Equity Fund).
In this podcast, we take you 'behind the scenes' by highlighting some of the issues and topics that we discuss in these sessions, using our recent call with CGOV as an example.