2019 Market Review: Value Opportunities in Today’s Market

Kim Shannon,

President and Co-Chief Investment Officer

2019 Market Review: Asset Management Companies

Marian Hoffmann,
Senior Vice President and Portfolio Manager

Sionna’s 2018 Market Review: Caution Required in the Everything Bull Market

Kim Shannon
President & Co-Chief Investment Officer

The Sionna Hype Cycle of Investment Products

Over the years, we have watched the annual Gartner Hype Cycle forecasts with interest. For those that are not familiar with it, the Gartner Hype Cycle outlines extreme peaks and troughs that can occur with new technology trends. It demonstrates how hype can build and eventually collapse under the weight of over-inflated expectations, until finally the collective wisdom settles into a more balanced reality about the growth of a new product or concept.

As the hype for the new and novel seemed to gather steam this fall, we developed our own “cheeky” version – the Sionna Hype Cycle of Investment Products – in tribute to Gartner’s innovation.

Bay Street Relives Black Monday; ‘It was Absolute Pandemonium’ (The Globe and Mail)

Sionna's Kim Shannon remembers Black Monday on its 30th anniversary.

Sionna’s 2017 Market Review: Macro Value Investing

Kim Shannon
President and Co-Chief Investment Officer

Sionna’s 2017 Market Review: Disruption in the Energy Industry

Marian Hoffmann
Portfolio Manager

Celebrating Women in the Investing Industry

Kim Shannon
President & Co-Chief Investment Officer

Investment Lessons Inspired by Bob Rae

While the United States gets ready to vote for their new president next Tuesday, I am reminded of a book I read, “What’s Happened to Politics”, written by Bob Rae. He has had political leadership roles, both provincially and federally in Canada, and along the way has learned many truths about leadership and human motivation and capabilities. I attended a book club gathering, where Bob Rae discussed his book, and I soon realized that some major insights he had learned from a career in politics were equally as applicable to investing.

 

2016 Market Review: Fighting Errors of the Mind

Mel Mariampillai


Portfolio Manager