This Year’s Rotman Alumni Award Winners Show Us What it Means to be a Leader

Kim Shannon has been named Rotman's Lifetime Achievement Award winner this year. Kim discusses her 40-year career and why she believes "there's no point in slowing down now."

Canada’s Role in Energy Evolution and Carbon Reduction

This past year has brought some element of change to every business in every sector. As we reflect on 2020 and the many changes that emerged, the Canadian energy industry was arguably one of the most impacted by these changes.

Suncor Energy (Audio)

Portfolio Manager, Gary Chow, provides an update on Suncor Energy and why we believe it is an attractive opportunity for value investors.

Expect Continued Outperformance in Canadian Markets (BNN Bloomberg)

Expect Continued Outperformance in Canadian Markets (BNN Bloomberg)

Kim Shannon, CFA, MBA
Founder and Co-Chief Investment Officer

From Graham to Buffett and Beyond Panel (Columbia Business School)

From Graham to Buffett and Beyond Panel (Columbia Business School)

Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer

A Reversion Expected (Audio)

Listen as Portfolio Manager, Gary Chow, discusses the current valuation spread between the Canadian
and U.S. markets.

Quality Real Estate will fill up Fastest in a Recovery Phase (BNN Bloomberg)

Quality Real Estate will fill up Fastest in a Recovery Phase (BNN Bloomberg)

Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer

Simplification

An Internet search on the subject of “ways to simplify your life” offers up hundreds of articles, reports and books on the seemingly popular topic. Many of these pieces are penned by so-called life gurus, and recommend solutions such as “declutter your house”, “remove toxic influences”, “take control of your finances” and the very popular “reduce your social media use”. The basic concepts of simplification transfer well to the world of investment management, and have been the core of investment philosophies of some of the industry’s most successful and esteemed investors, Warren Buffett included.

Visions of Value (Investment Executive)

Stephen Jenkins discusses the recent shift towards value and highlights an attractive opportunity in the North American space.

Canada Has Lower Price Multiples Than Anywhere Else (BNN Bloomberg)

Canada Has Lower Price Multiples Than Anywhere Else (BNN Bloomberg)

Kim Shannon, CFA, MBA
President and Co-Chief Investment Officer