Value Earnings Outpace Growth Earnings
Stephen Jenkins outlines a surprising discrepancy that adds further support to the case for value.
Stephen Jenkins outlines a surprising discrepancy that adds further support to the case for value.
Kim Shannon discusses the extreme spread between value and growth, reminiscent of the year 2000.
Kim Shannon shares her observations about the growth of IPOs with negative earnings.
Kim Shannon shares her observations about a chart outlining the current dispersion between growth and value.
Some say value investing is both an art and a science. It is an art because successful investing requires judgement honed from experience, an understanding of history to recognize patterns and the emotional fortitude to shield against psychological biases. Investing is also a science because cold hard analytics can be applied. However, when investors focus too narrowly on any single metric, there is a temptation to rush to judge the attractiveness of a security or portfolio.
Kim Shannon offers thoughts on the market's collective mania.
Kim Shannon provides insight into why CI Financial is a value opportunity.
Financial markets can certainly be characterized as wicked environments. In investing, the rules of the game are always changing: competitive forces evolve, supply and demand dynamics shift, governing bodies turn over and macroeconomic variables swing.
Stephen joined Sionna in 2019 and is the Co-Chief Investment Officer. He is the co-lead Portfolio Manager for Sionna high conviction strategy and the lead portfolio manager for the firm’s global value strategy and focused U.S. value strategy. Stephen has more than 30 years of experience in both domestic and global equity markets. He began his career in 1990 as an analyst at Royal & Sun Alliance Insurance Company and was most recently Senior Portfolio Manager and Senior Vice President at CI Harbour Funds. Stephen currently sits on The Niagara Community Foundation's Investment Committee. Stephen is a graduate of Wilfrid Laurier University, where he earned an Honours Bachelor of Business Administration degree and is a CFA® charterholder.
Kim Shannon, Laura Rittenhouse and Barbara Ann Bernard welcomed Warren Buffett at their female-led conference