All posts by Sionna
Hunter Corcoran
published March 2024
posted in investment

Hunter Corcoran

Hunter joined Sionna as a Junior Trader in 2017. He earned his Honours Business Administration from the Ivey School of Business at Western University and completed a degree in Economics from Western University. Prior to joining Sionna, Hunter was an Institutional Equities Sales and Trading Summer Analyst at RBC. He is a CFA® charterholder and a member of CFA Society Toronto. Hunter is set to complete his Master of Liberal Arts in Extension Studies from Harvard University next year.

Canada Has Many World-Class Stocks Trading at Significant Discounts (BNN Bloomberg)
published March 2024
posted in Video

Canada Has Many World-Class Stocks Trading at Significant Discounts (BNN Bloomberg)

Kim Shannon, CFA, MBA
Founder and Co-CIO

published February 2024
posted in Soundbites

Company Spotlight: Linamar

Associate Portfolio Manager, Joanna Wolff, provides an update on Linamar Corporation and outlines our thesis on the name.

Resources Discussion (ETF Conference)
published January 2024
posted in Video

Resources Discussion (ETF Conference)

Aleksy Wojcik, CFA
Portfolio Manager

published January 2024
posted in Insights

When Quality Stumbles

‘Quality’ as a distinct category or style of investing is relatively new, growing in popularity during the early part of the century and gaining a strong foothold amongst the investment world post the global financial crisis. What perhaps has been lost on many investors though is the fact that, like all assets, quality needs to be underpriced to outperform in the long run. Valuations matter!

published December 2023
posted in Soundbites

Company Spotlight: Ahold Delhaize NV

Co-CIO, Stephen Jenkins, provides an update on one of Sionna's holdings, Ahold Delhaize, and why we believe it is an attractive opportunity for value investors.

Value – a Bullish Outlook? (ETF Conference)
published December 2023
posted in Video

Value – a Bullish Outlook? (ETF Conference)

Kim Shannon, CFA, MBA
Founder and Co-CIO

published December 2023
posted in Media

Nine Canadian Fund Managers Offer Their Top Picks and Portfolio Advice for 2024 (The Globe & Mail)

Sionna's Founder and Co-CIO, Kim Shannon, discusses the attractive Canadian market and highlights a current holding.

published December 2023
posted in Soundbites

Odds are Value is a Compelling Buy Now

Although there is not a completely reliable/foolproof predictive tool, a study of market history can provide some useful guideposts to steer wary investors. In this Soundbite, we share some historical charts that we believe illustrate how investors have interacted with market fundamentals previously, which appear to offer some rough guideposts in today’s market.

Empowered Women in Finance
published December 2023
posted in Uncategorized, Video

Empowered Women in Finance

Kim Shannon, CFA, MBA
Founder and Co-CIO