Aleksy Wojcik

Aleksy Wojcik

Aleksy joined Sionna in 2020 as a Portfolio Manager. He is a member of Sionna’s Canadian Equity team and contributes to Sionna’s non-domestic strategies. Aleksy has more than 25 years of industry experience, most recently as VP Investments and Portfolio Manager at CI Harbour Advisors where he focused on award-winning Canadian Equity and Canadian Balanced portfolios. Aleksy is graduate of the University of Toronto, where he earned a Bachelor of Arts, Economics degree and is a CFA® charterholder.

The Pendulum’s Swing Back to Value is Only a Matter of Time (Les Affaires)

Stephen Jenkins discusses our conviction in the value style and where we are finding opportunities within Sionna's North American strategy. This article has been translated with permission from Les Affaires.

Navigating Through Disruption

Following sharp declines in March, the stock market staged an impressive recovery during the second quarter of 2020. While we were a bit surprised by the speed with which this happened, we also understood that, historically, the largest market gains can be found immediately following sharp declines. March was ugly, but the selloff created many value investment opportunities for us, as selloffs usually do.

 

Today’s Valuations Impact Tomorrow’s Returns

Stephen Jenkins explains why valuations are so important and how the price paid can impact future returns.

Narrow S&P/TSX Composite Leadership

President and Co-CIO, Kim Shannon, explains how narrow market leadership has historically forecasted market pullbacks.

New Bull Market for Value Stocks on the Horizon? (BNN)

Kim Shannon, President and Co-Chief Investment Officer
Sionna Investment Managers

Waiting for Dawn

Throughout human history, irrational investors have fluctuated between fear (value) and greed (growth speculation). Behavioural psychology of finance demonstrates we are more frequently and strongly collectively moved by fear of loss. This type of emotion has not been present in our markets for a long time; however, we firmly believe it will return and will benefit patient value investors who are focused on the long term.

Value Opportunities in Today’s Volatile Market

Co-CIO Stephen Jenkins, outlines where Sionna has been finding opportunities during the recent market volatility.

Energy Stocks: Unloved, Under-Owned and Undervalued

A situation currently exists that shares some similarities to the technology craze of the late 1990s to early 2000 period. During this time, everything but technology, telecom and media companies were labelled “old economy” and shunned by most investors as they chased the growth and promises of the new economy market darlings. Today, energy stocks feel like the “old economy” stocks of 20 years ago, many being left for dead with virtually no investor interest of any significance.