Active Stock Picking in Canada’s Idiosyncratic Market
Sionna’s Relative Value Style
Sionna uses a relative value investment style – a pragmatic approach to capitalizing on the Canadian market, which is overweighted in resources. We consider cyclical stocks that more restrictive investing styles won’t. This provides a broader pool of prospective stocks.
Sionna’s Intrinsic Value Model
Sionna’s relative value style calculates a stock’s intrinsic value using quantitative analysis with a qualitative “scrub test.” We pick stocks when they’re trading much lower than our calculations. We earn returns when they revert to intrinsic value.
“Human nature creates price/value schisms and fuels volatility – especially in sideways markets. The only way to beat a sideways market is with astute, active stock picking. Our relative value style is especially well-suited for the Canadian market.”
Kim Shannon, President and CIO
Using relative value investing to create wealth for clients and institutions over the long term
Founding Member of the Canadian Board Diversity Council