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Kim Shannon - One of Canada's Top Female Entrepreneurs (Profit W100)
October 2011

Those seeking inspiration for how to run a successful company need look no further than the 13th annual PROFIT W100 ranking of Canada's Top Female Entrepreneurs.

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Kim Shannon On 680 News
October 2011

Kim Shannon talks to Mike Eppel on 680 News about how investors can find stability and value in volatile times. Kim explains how these ups and downs are actually part of a longer term trend and how to stabilize your portfolio with high yielding dividend equities.

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La revanche des titres à dividende (La Presse)
October 2011

Quand ça joue dur à la Bourse, il vaut mieux miser sur une stratégie défensive, sur des sociétés robustes qui versent des dividendes élevés. Quels titres repêcher ? Trois gestionnaires nous présentent les joueurs étoiles au Canada, aux États-Unis et en Europe.

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Dividend Stocks Make a Comeback (La Presse)
October 2011

When the stock market heats up, wise investors adopt a defensive strategy and focus on solid companies that pay big dividends. But how do you find these companies? Three investment managers have selected stars for us in Canada, the United States, and Europe. (Translation of "La revanche des titres à dividende").

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Sideways Market Can Bring Decent Returns (Globe & Mail)
September 2011

This one's for all the investors who are thinking about getting out of the stock market. Don't do it.

Stocks have hurt many people in the past few years, but they're still an essential portfolio component if you can wait at least five or 10 years and you can stand more ups and downs. It's not just me saying so.

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BNN Interview: Gold-to-Decent-Suit Ratio
August 2011

Mel Mariampillai talks to BNN's Frances Hordelski on Sionna's Gold-to-Decent-Suit Ratio and the other hot topics of the day.

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Sionna's Gold-to-Decent-Suit Ratio Suggests Gold Overvalued (Financial Post)
August 2011

Value mutual fund managers Sionna Investment Managers says the old rule of thumb that an ounce of gold should buy a good man's suit suggests gold is currently overvalued by about 50%.

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Learn to Love 6% (Financial Post)
June 2011

Canada is now one of the most expensive developed stock markets in the world, lagging only Denmark and Hong Kong, warns award-winning value mutual fund manager Kim Shannon.

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Canadian Equities Roundtable: Part 1 (Morningstar)
April 2011

When measured by market capitalization, resources companies now make up slightly more than half of Canada's equity market, and to a large degree have overshadowed other sectors. In this week's Canadian equities roundtable, we asked our panel of value managers to look beyond the rocks, trees and oilfields for attractively priced non-resources stocks. The panelists were, Kim Shannon, president and CEO of Toronto-based Sionna Investment Managers Inc, Mark Thomson, managing director and head of research at the value manager Beutel Goodman & Co. Ltd. and Ian Hardacre, vice-president and head of Canadian equities at Invesco Trimark Ltd. They spoke with Morningstar columnist Sonita Horvitch, whose three-part series continues on Wednesday and Thursday.

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BNN Interview Part 1: Relative Value Investing
April 2011

Kim Shannon speaks with BNN's Frances Hordelski and Martin Cej on Sionna's Relative Value Investing and the other hot topics of the day.

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BNN Interview Part 2: Is RIM the new Nortel?
April 2011

Kim Shannon asks whether RIM could be going the way of Nortel.

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BNN Intervew Part 3: Sideways Markets
April 2011

Kim Shannon discusses Canada's past performance in sideways markets.

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BNN Interview Part 4: Final Thoughts
April 2011

Kim Shannon reveals where she, as an active manager, hides in times of market vulnerability.

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Invest Like a Legend: Kim Shannon (Globe & Mail)
January 2011

"How I would invest a $100,000 windfall: I love giving 500-year-old investment advice from a German banker called Jacob Fugger the Rich: Keep one-quarter each in stocks, bonds, real estate and gold coins. Gold coins were the currency of his day. In modern-day terms, he's talking about T-bills. What he's telling you is to dynamically rebalance-sell asset-mix winners and buy asset-mix losers. All sorts of studies show the more you dynamically rebalance, the better your long-term returns. It sounds easy, but it's incredibly difficult to do."

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Roundtable Part 1: Can you still bank on the banks?
May 2010

Always a huge presence in the Canadian equity market, the major banks have been instrumental in the robust recovery from last year's bear-market bottom. Since March 2009 the financial services sector, dominated by the banks, has roughly doubled in value to lead all others. Weighing in on the future prospects for the banks, in today's part one of Morningstar's Canadian equity roundtable, are Kim Shannon president and chief investment officer of Sionna Investment Management Inc.; Martin Hubbes, chief investment officer at AGF Investments Inc.; and Ian Hardacre, vice-president at Invesco Trimark Ltd. They spoke with Morningstar columnist Sonita Horvitch, whose three-part series continues on Wednesday and concludes on Friday.

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Roundtable Part 2: Fueling returns
May 2010

In today's part two of Morningstar's Canadian equity roundtable, the portfolio managers discuss life insurers, energy producers and gold miners. Our three panelists: Kim Shannon, president and chief investment officer of Sionna Investment Management Inc.; Martin Hubbes, chief investment officer at AGF Investments Inc.; and Ian Hardacre, vice-president at Invesco Trimark Ltd.

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Roundtable Part 3: Time for telecom?
May 2010

In today's third and final installment of this week's Canadian equity roundtable, the managers' discussion turned to stocks in the consumer and telecom sectors. Our three panellists: Kim Shannon, president and chief investment officer of Sionna Investment Management Inc.; Martin Hubbes, chief investment officer at AGF Investments Inc.; and Ian Hardacre, vice-president at Invesco Trimark Ltd. They spoke with Morningstar columnist Sonita Horvitch.

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An Independent Mind
Globe Investor Magazine
February 2008

“Kim Shannon has made a career out of being a contrarian: She abandoned a career in science for the vicissitudes of the market, then walked away from CI Financial Income Fund to form an alliance with Brandes Investment Partners.  Shannon now has a bone to pick with the conventional wisdom that says men are better investors than women.  Here, she explains why.”

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Investment Executive Interview
October 2003

“The key theory behind value investing is the theory of reversion to the mean.  Our best guess at any point in time is that a stock will revert to its intrinsic value – or that 70¢ will return to $1.  So we don't ask our stocks to go any place they've never been before.  We just ask them to do what they've tended to do in the past.  And if they do that, then we can provide low-risk returns for our clients.”

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Globe & Mail ROB Article
May 2003

“Everyone’s a value investor today, now that ‘momentum,’ ‘rotation’ and ‘growth’ are tarnished terms.  That’s also a smart strategy, since buying underpriced shares is the only time-tested way of outperforming the market.  But what puts the value in value investing?”

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