Soundbites
Soundbites briefly explore what’s on Sionna managers’ minds.
Company Spotlight: Linamar
February 2024
Associate Portfolio Manager, Joanna Wolff, provides an update on Linamar Corporation and outlines our thesis on the name.
Company Spotlight: Ahold Delhaize NV
December 2023
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.
Odds are Value is a Compelling Buy Now
December 2023
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.
Beware of the Market's Bad Breadth
May 2023
Sionna's Co-CIO, Stephen Jenkins, discusses the poor market breadth in the U.S. market and what this type of environment has historically meant for investors.
Company Spotlight: Stella-Jones
April 2023
Portfolio Manager, Aleksy Wojcik, provides an update on one of Sionna's holdings, Stella-Jones, and why we believe it is an attractive opportunity for value investors.
Energy Update
April 2023
Portfolio Manager, Aleksy Wojcik, provides an update on the ongoing energy "tug of war". In this piece, Aleksy discusses Sionna's view on energy, changes that have occurred within the space and specific catalysts that are on the horizon.
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