• Helping clients achieve their goals

    Helping clients achieve their goals

    Helping clients achieve their goals by pursuing excellence and by embracing our passion for the craft of investing
  • Quotes

    Quotes

    All intelligent investing is value investing -- acquiring more that you are paying for. You must value the business in order to value the stock."
    – Charlie Munger
At Sionna Investment Managers, we’re passionate about our craft. We use a value approach to manage assets on behalf of institutions (including foundations, endowments and pensions) and private clients. Our team builds quality portfolios from the bottom up to manage risk and help our clients achieve their goals.
SIONNA’S INVESTMENT APPROACH
Relative<br />Value Approach

Relative
Value Approach

Sionna takes a relative value approach by seeking quality businesses and buying them when they are trading below their instrinsic value.
More

Quantitative & Qualitative Analysis

Quantitative & Qualitative Analysis

Using a variety of screens, including our proprietary Intrinsic Value Model (IVM), we identify undervalued businesses that warrant a further look.
More

Buy/Sell Strategy & Portfolio Construction

Buy/Sell Strategy & Portfolio Construction

The Sionna team aims to beat the benchmark. We use portfolio construction (stock selection, weightings and buy/sell strategies) to help generate additional value.
More

SIONNA’S COMMENTARY