Nicole joined Sionna in 2023 as Associate, Portfolio Operations. Nicole first joined the industry in 2021, and prior to joining Sionna she was in a fund accounting role at Citco. She earned her Bachelor of Commerce degree, specializing in accounting and finance, from University of Manitoba.
Lessons from history suggest investors should rebalance their excess allocation to growth down to an underweight, or at least a balance with value. Many investors who do not recognize a "regime change" has occurred in the market, largely appear to be discounting growth's underperformance as temporary. Some are justifying inaction with comments that the revaluation has largely occurred, thus it is too late to switch. But as we all know, the early bird often gets the worm (and the most excess returns).
Sionna's Founder and Co-CIO, Kim Shannon, discusses the attractive Canadian market and highlights a current holding.
Kim Shannon, CFA, MBA
Founder & Co-CIO
Kim Shannon, CFA, MBA
Founder & Co-CIO
Sionna's Founder and Co-CIO, Kim Shannon, discusses the Canadian market and why she believes Canada is currently more attractive than the U.S.
Kim Shannon, CFA, MBA
Founder & Co-CIO
Stephen Jenkins, CFA
Co-CIO
Aleksy Wojcik, CFA
Portfolio Manager
Gary Chow, CFA, MBA
Portfolio Manager