Sionna's Relative Value Investing Style
Firm Profile > Sionna's Relative Value Investing Style
Sionna Investment Managers – One of a Few Firms
Using a Relative Value Style in Canada
Sionna’s Relative Value Investing Style:
- Pragmatic approach to deal with Canada’s idiosyncratic markets:
- Canada has an overweighting of resource stocks
- Broadens pool of prospective stocks other value styles often don’t consider
- Considers resource and cyclical stocks if:
- Price is right
- Expected to produce above-average, long-term returns
Sionna’s Relative Value Investing: A Core Investment Style
Why Use Sionna’s Relative Value Style?
- Flexible versus other value styles
- Enlarges prospect pool
- Considers “big picture – sideways” traits
- Works with Canada’s overweighting in resources
- Considers resource and cyclical stocks
- Active stock picking in resources – can break out of ranges
- Proven, strong results
- Offers downside protection
Firm Profile:
We don’t ask stocks to go any place that they’ve never been before. Instead, we look for them to do what they’ve done in the past – revert to their intrinsic value.
– Kim Shannon,
President & CIO